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  • Posted: Nov 15, 2021
    Deadline: Not specified
  • 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...
    Read more about this company


    Administrative Assistant - Financial Planner

    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


    • 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.

    Method of Application

    Please email CV to [email protected]

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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