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Henceforward is an unbiased Financial Planning practice and Family Office - focusing on the needs of Professionals, Retirees, Families and Business owners. We have partnered with Graviton to leverage of the resources of their group - and to offer clients peace of mind when it comes to effective corporate governance. Henceforward continues to follow a L...
About the job
Great opportunity to join a forward thinking Financial Planning business.
The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet deadlines will ensure your success in this multi-faceted role.
Responsibilities ( include, but not limited to)
Handle and coordinate active calendars
New and Existing Business Preparation
Liaising with Product Providers
Driving tasks through CRM
Data report preparation
Schedule and confirm meetings
Ensure file organization based on office protocol
Provide ad hoc support around office as needed
Qualifications
Similar previous experience in a financial planning practice is a must ( please do not apply if you haven't worked in a similar role before)
Strong interpersonal, customer service and communication skills
Ability to multitask
Proficient in Microsoft Office suite
Proficiency in English and Afrikaans ( Written and Spoken) - very nb
Experience with tools such as Elite Wealth, IWP preferred
Salary commensurate with relevant experience and will be discussed with short listed candidates.
Please email CV to [email protected]
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