At Carrick Wealth, our offering extends beyond investment. We strive to provide additional essential solutions to diversify and grow your portfolio.

CARRICK INTERNATIONAL PROPERTY

Diversify your portfolio and explore investing in international property with access to secure, high-growth and developed property jurisdictions.

Visit Carrick International Property

CARRICK FX

Gain access to foreign exchange solutions that provide fast, secure, and cost-effective access to foreign currencies.

Visit Carrick FX

CARRICK CONSULT

Optimise and grow your investments with Private Wealth Managers dedicated to helping you get the most out of your wealth.

Visit Carrick Consult

CARRICK GLOBAL WEALTH LIMITED

Comprehensive wealth management and financial advisory services, for British citizens and others currently working or residing in the UK.

Visit Carrick Global Wealth Limited

CARRICK ATHENA

Join a community of like-minded women and take charge of your financial future by building goal-based investment plan. 

Visit Carrick Athena

Close

Carrick Global

Main Logo

Administrative Assistant

Location: Cape Town

Department: Operations

Remuneration: Salary package market-related

Start Date: As soon as possible

Closing date: 30 June 2022

The Administrative Assistant will work with an energetic team of industry professionals including working closely with the financial advisory and operations team. They will support the onshore new business department, by ensuring that new business is processed, chased, and issued.

QUALIFICATIONS, EXPERIENCE AND SKILLS

  • Matric certificate
  • Business Administration Certificate or related qualification
  • Minimum experience includes 1-2 years experience in general administration
  • Preferred experience includes 3 years in administration in Financial Services
  • Computer literacy (MS Word, Excel, Outlook, PowerPoint–intermediate)

COMPETENCIES

  • Accuracy and attention to detail
  • High-stress tolerance
  • Proactive and self-motivated
  • Problem-solving ability
  • Client centric orientation

RESPONSIBILITIES

Administration Assistance

  • Information gathering via Astute system for the Para-Planners/ Private Wealth Managers (PWM).
  • Chasing takeovers and sending to providers and getting confirmation that it is done.
  • Send the Provider Code Application forms for new PWM’s to providers for them to obtain codes and chase.
  • Prepare PowerPoint presentations for new Private Wealth Managers and provide guidance on any other training needs.
  • Sort, arrange and shred client documentation.
  • Ensuring that documentation on Prime is kept up to date; including factsheets.
  • Ad hoc projects

 

Pipeline Chasing

  • Ensure that the New Business Register is kept up to date.
  • Ensure that cases are chased/updated every 3 days.
  • Chase Client Relationship Managers to obtain outstanding requirements.
  • Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
  • Ensure that cases move through the pipeline in a timeous manner (Structured Note cases to be prioritised when applicable).
  • Escalate cases to NewBusiness Manager if no movement or progression is made on a case.
View all open positions

APPLY FOR THIS ROLE


Submit your CV:

apply to join

Speak to a Carrick Private Wealth Manager

Our team of Private Wealth Managers are here to guide you through your investment journey with expert advice and unrivalled experience.

MEET CARRICK PRIVATE WEALTH MANAGERS

Sign up for Carrick insights delivered to your inbox

Main Logo

QUICK LINKS

ALL SERVICES

SELECT A COUNTRY

CONTACT

Linkedin-in Facebook-f Twitter Instagram Youtube

© Copyright 2022 Carrick Wealth