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)
- 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
Explore more job opportunities by visiting our website and following us on social media:
- Website: www.recruitmymom.co.za
- LinkedIn: RecruitMyMom
- Facebook: RecruitMyMom
- Instagram: @recruitmymom
Skills Required
- Previous administrative experience in an FSP, investment, wealth advisory, or financial advisory company
- Experience onboarding clients onto a CRM system
- Experience maintaining accurate CRM records
- Excellent organizational skills
- Ability to manage multiple tasks, prioritize effectively, and meet deadlines
- Strong attention to detail
- Excellent communication skills
What We Do
RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.
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