Job Description

Greet and assist clients in person, by phone, and via email with professionalism and discretion.

Schedule meetings and maintain calendars for financial advisors

Prepare and process client documentation (applications, compliance forms, disclosures, etc.).

Maintain accurate client records and ensure all documentation is filed in accordance with regulatory standards.

Handle data entry for financial systems, including CRM and investment platforms.

Monitor deadlines and follow up on outstanding items with clients and internal teams.

Assist in on-boarding new clients and maintaining client engagement workflows.

Coordinate logistics for meetings, including preparing reports and presentation materials.

Order office supplies and manage general administrative tasks such as mail, filing, and invoicing.

Ensure adherence to company policies, confidentiality agreements, and compliance guidelines.

Manage daily schedules and appointments for the MD.

Respond to and manage all incoming and outgoing communication, including emails, phone calls, and letters.

Take dictation and minutes from MD and accurately enter data.

Develop and carry out an efficient documentation and filing system

Job Types: Full-time, Permanent

Pay: ?28,000.00 - ?30,000.00 per month

Benefits:

Health insurance Provident Fund
Schedule:

Day shift
Work Location: In person