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    • Wealth Administrative Assistant - Cape Town - Time Personnel

    Time Personnel
    Time Personnel Cape Town

    1 month ago

    time personnel background
    Description

    Job Summary

    ">">The role of an administrative assistant is crucial in maintaining the smooth operation of our organization. We are seeking a highly organized and detail-oriented individual to join our team.

    ">

    Key Responsibilities

    ">">Administrative duties include scheduling meetings, general office administration, correspondence with clients and service providers. The successful candidate will also assist financial planners in servicing existing and new clients by preparing meeting documentation, application forms, and follow-ups. Additionally, they will be responsible for filing, capturing client data, updating spreadsheets, and word documents. Effective communication and multitasking skills are essential in this role.

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    Requirements

    ">">
    • Grade 12 or tertiary qualification advantageous
    • Own vehicle, transport, and driver's license required
    • Both English and Afrikaans speaking and writing skills necessary
    • Good written and verbal communication skills
    • Ability to work under pressure and meet deadlines
    • Methodical, detailed, and organized work style
    • Professional corporate appearance
    • Able to multitask in a fast-paced environment
    • Good time management skills
    • Familiarity with Adobe PDFs, Outlook, Word, and Excel
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