Embark on a rewarding career journey with a leading player in the financial services sector, where your expertise will support a committed team of financial advisors in delivering exceptional client service. This senior administrative role offers the opportunity to take on significant responsibilities within a dynamic and well-established organization focused on client excellence and operational efficiency.

What You'll Do:

• Provide direct administrative support to financial advisors, ensuring smooth daily operations
• Manage general office administration, including correspondence, filing, and administrative records
• Handle reception duties, welcoming clients and managing incoming calls professionally
• Communicate effectively with clients, product providers, and service providers
• Follow up on client documentation and queries to maintain high service standards
• Schedule and coordinate client appointments and meetings
• Prepare documentation for client meetings and follow up on outstanding documents
• Maintain accurate client records and keep the CRM system up to date, including compliance documentation
• Prepare investment, long-term insurance, and other applications through to completion
• Support compliance and regulatory administrative tasks

Requirements:

• At least 5 years of experience in an administrative role within the financial services industry
• Strong proficiency in Microsoft Office and relevant administrative software
• Excellent client service skills with a professional communication style
• Ability to handle sensitive information with confidentiality
• Effective teamwork and organizational skills
• Basic knowledge of programming languages such as C and R is advantageous

Nice to Have:

• Experience working with CRM systems and compliance documentation

What We'll Give You:

• Salary: R15,000 - R17,500 per month (Cost to Company)

Seize this opportunity to advance your career in a stable, growth-oriented environment. Join a team where your skills will make a tangible impact in the financial industry—apply today and be part of our client’s success story.