CIPC / Wealth Admin Assistant Job at RecruitMyMom

Job Description

• 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