Job Summary
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.
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
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.
Error!
Success!
You have successfully created your alert.
You will receive an email when a new job matching your criteria is posted.
Please check your email. It looks like you haven't verified your account yet. Here's what you're missing out on:
- Response from employers
- Being able to log in and update your profile
- Apply for more jobs
Didn't receive the link? Resend Verification Link