Job Summary
Administrative Assistant | Somerset West
Hire Resolve is seeking a highly organized and detail-oriented Administrative Assistant to join a premier Wealth Management firm in Somerset West. This is a permanent, onsite role providing vital support to a Financial Planner specializing in investment management and group scheme benefits.
Key Responsibilities:
Investment Administration: Collate and prepare all documentation for investment instructions, payments, and client accounting. Capture and track instructions on internal systems to completion.
Client Liaison: Act as a primary point of contact for clients, beneficiaries, and third-party providers. Attend to and resolve queries with a high level of professionalism.
Compliance & Record Keeping: Manage electronic and hard copy filing in strict accordance with FAIS and FICA regulations. Ensure all investment and payment instructions are fully compliant.
Advisory Support: Prepare meeting materials, reports, and follow-up correspondence for Financial and Investment Advisors.
Office Coordination: Manage calendars, schedule meetings, and ensure the smooth day-to-day administrative operation of the advisory team.
Exact Requirements for Applicants:
Experience: 3–5 years of experience as a Broker’s Assistant or Secretary, specifically handling investment administration and follow-ups.
Industry Knowledge: High level of financial industry knowledge, including a strong understanding of investment products (Unit Trusts, TFSA, Offshore Wrappers, ETFs).
Technical Skills: Intermediate proficiency in MS Office (Excel, Word, PowerPoint, Outlook) and SharePoint.
Typing Speed: Minimum typing speed of 50+ wpm.
Education: A relevant tertiary qualification or industry-specific certification will be highly advantageous.
Transport: Must have own reliable transport.
Attributes: Exceptional organizational skills, the ability to work independently under pressure, and the discretion to handle sensitive high-net-worth client information.
Position Details:
Location: Somerset West, Western Cape (100% In-Office).
Remuneration: Base salary with 13th cheque structure.
Leave: 21 days annual leave
Ready to support excellence in wealth management?
? Email your CV to lidene.pienaar@hireresolve.us
? Visit www.hireresolve.com
Please email in with your updated detailed CV, along with all supporting documents required for the role.
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.
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