CIPC / Wealth Admin Assistant
Posted Updated
An FSP service provider is looking to recruit a super sharp part-time CIPC Administrative Assistant who has previously worked for a wealth advisory / investment or financial advisory company. This is a flexible position, 3-4 hours a day mostly remote work from home.(3-4 week project with possible ad-hoc hours thereafter)
Responsibilities:
- Will be required to onboard clients onto CRM system
- Must be able to gather outstanding documentation
- Support the investment advisor with ad-hoc admin work
- Must keep CRM up to date
- Assist with FICA documents & CIPC
Requirements
- Previous experience doing administrative work in FSP / Investment or Financial advisory company
- Demonstrated ability to effectively onboard clients onto a CRM system and maintain accurate records
- Excellent organisational skills to manage multiple tasks, prioritise effectively, and meet deadlines
- Attention to detail
- Excellent communication skills
Benefits
Half-day hours
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