Financial Advisor Assistant needed in Stellenbosch, Western Cape, South Africa

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Financial Advisor Assistant

Company: WORKHUB AGENCY

Job Location: Stellenbosch, Western Cape, South Africa

Job Type: FULL_TIME - (ON_SITE)

Job Salary: 0 USD per month.

Date Posted: April 29, 2025

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Job Description

Job Title: Financial Advisor AssistantCompany Overview:Our client, a dynamic financial services company, is looking for a capable Financial Advisor Assistant to support their team of financial advisors in providing exceptional service to clients. This role is perfect for a detail-oriented individual with a passion for the financial industry and a desire to grow in a supportive environment.Key Responsibilities:Assist financial advisors in preparing for client meetings by gathering financial data and documentation.Manage client communications, including scheduling appointments, answering inquiries, and sending follow-up information.Prepare client reports and presentations, ensuring all materials are accurate and timely.Maintain organized and up-to-date client records and databases.Support the onboarding process for new clients by collecting necessary documentation and information.Assist in the development and implementation of marketing materials and campaigns to attract new clients.Stay informed about financial products, market trends, and compliance regulations to assist advisors effectively.Perform administrative tasks such as managing calendars, tracking expenses, and handling mail. Qualifications & Requirements:Associate’s degree in Finance, Business Administration, or a related field preferred.1–3 years of experience in a financial services or administrative support role.Strong knowledge of financial products and services is an advantage.Excellent organizational skills and attention to detail.Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and financial software.Strong communication skills, both written and verbal.Ability to multitask and manage time effectively in a fast-paced environment.High level of integrity and professionalism in dealing with confidential client information.

About WORKHUB AGENCY

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