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Our core business is to provide global best of breed investment advice to institutional and corporate investors and financial planning and wealth management solutions to personal and family office investors. Our offices are locaated in the Somerset West and Johannesburg and we serve clients across the Western Cape and Gauteng. We are one of the most exper...
About the job
Administrative Assistant / Paraplanner Vacancy
EE Position
Gray Swan Financial Services (Pty) Ltd is looking to employ a Cape Town (more specifically Somerset West) or Johannesburg-based Administrative Assistant / Paraplanner for a financial advisor. We are seeking for an independent, experienced and dynamic self-starter to join our fast-growing investment advisory and wealth management team. GraySwan currently advises to more than R15 billion in institutional assets and have over the past 5 years expanded our offering into private client wealth advisory and management services. We are in the process of aggressively growing our private client asset base and wish to strengthen our team with people who can assist with the administrative burden that comes with such growth.
Candidates will need to show evidence of the following:
Excellent communication (written and oral), interpersonal and listening skills
Meticulous attention to detail
Problem solving skills
Technically orientated with analytical skills
Time management skills
Customer service skills
Self-motivation and organisation
Discretion and an understanding the need for client confidentiality
Minimum requirements
3 years working experience in administration regarding investment advice and risk cover for individuals, trusts and companies
Experience working on Allan Gray, NinetyOne and/or Glacier LISPS for investment purposes
Computer literate with specific reference to Word, Excel, Outlook/Email and Powerpoint
No adverse listings (criminal, credit, etc.)
Driver’s license with own reliable transport
Remuneration
A basic salary and bonus is offered. More details about the package and benefits will be discussed at the interview.
Working hours
This is a full-time (8 hours per day) position. It does entail working remotely with a minimum of 2 days per week at the office. There may be times when you will be expected to operate from the office more than 2 days per week, but that will be clearly communicated.
Application
To apply, please forward a copy of your CV and ID to [email protected]
Deadline: 30 September 2021
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