Job Description
A Wealth Management / Financial Services firm is seeking a detail-oriented, client-focused Administrative Assistant to support a Financial Planner in investment management and group scheme benefits. The role involves delivering excellent client service through strong communication and efficient administrative support, including investment administration, client follow-ups, document collation and compliance.
Responsibilities
Investment Administration
- Collate all documentation for investment instructions, payments, and client accounting.
- Capture investment and payment instructions on internal systems.
- Ensure compliance with FAIS and FICA requirements.
- Manage electronic and hard-copy filing for investment administration and advisory records.
Client Service & Communication
- Act as first point of contact for client queries.
- Build and maintain strong client relationships.
- Handle follow-ups with clients, beneficiaries, and third-party providers.
- Assist with preparation and distribution of quarterly and monthly client reports.
General Administration & Support
- Maintain the Client Management System.
- Provide secretarial assistance including typing and correspondence.
- Prepare, collate and distribute quarter-end statements.
- Assist with general office administration and workflow coordination.
Requirements
- Matric (Required)
- Administrative Diploma (Required)
- 3–5 years relevant administrative experience within financial services.
- Experience with investment administration is essential.
- Exposure to Allan Gray, Glacier and Ninety One platforms advantageous.
- Strong understanding of the financial services sector.
- Own reliable transport.
- Intermediate computer skills: MS Office (Excel, Word, PowerPoint, Outlook), SharePoint.
- Typing speed: 50+ wpm.
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Benefits
- Salary: Based on experience and qualifications.
- Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use “Administrative Assistant” as your subject line when applying via email