CIPC / Wealth Admin Assistant

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