CIPC / Wealth Admin Assistant
- Closing date
First listed . Last checked at source .
In brief
Overview RecruitMyMom is seeking a "super sharp" part-time CIPC / Wealth Admin Assistant for an FSP (Financial Service Provider) service provider. This is a flexible, mostly remote work-from-home position, expected to last 3-4 weeks with potential for ad-hoc hours thereafter. The role requires 3-4 hours of work per day. What you will do * Onboard clients onto a CRM system. * Gather outstanding documentation. * Support the investment advisor with ad-hoc administrative work. * Keep the CRM system up to date. * Assist with FICA documents and CIPC related tasks. Requirements (from the original advert) * Previous experience doing administrative work in an 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. Who should apply The ideal candidate is a "super sharp" part-time CIPC Administrative Assistant who has prior experience working for a wealth advisory, investment, or financial advisory company. They should be proficient in client onboarding onto CRM systems, documentation gathering, providing ad-hoc administrative support to investment advisors, maintaining CRM records, and assisting with FICA and CIPC tasks. The role requires strong organizational skills, attention to detail, and excellent communication abilities, with a demonstrated capacity to manage multiple tasks and meet deadlines. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/cipc-wealth-admin-assistant-recruitmymom Source: myjobmag
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Job description
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