About the position
Career Opportunity: Administrative Assistant (Wealth Management)
Job Title: Administrative Assistant
Location: Somerset West, Western Cape
Contract Type: Permanent, Full-time
Work Arrangement: Hybrid (4 days in-office, 1 day remote)
Industry: Financial Services / Wealth Management
Remuneration: CTC Negotiable dependent on experience, 13th Cheque
Are you an experienced Administrative Assistant with a deep understanding of the investment landscape and a passion for high-end client service?
A boutique firm in the Financial Services sector is seeking a professional to provide critical support to their Financial Advisors and Para-planners. This role is designed for a detail-oriented individual who excels in a fast-paced, high-stress environment and possesses the technical knowledge to manage complex investment administration.
Key Responsibilities
Investment Administration & Support
- Collate all necessary documentation relating to investment instructions, payments, and client accounting.
- Capture and prepare administrative data on internal systems with absolute accuracy.
- Ensure all investment and payment instructions are compliant with FAIS and FICA regulations.
- Manage the collation and distribution of monthly and quarterly client reporting and statements.
Client Liaison & Relationship Management
- Act as a key point of contact for high-net-worth clients, resolving queries directly and professionally.
- Handle follow-up correspondence with clients, beneficiaries, and third-party providers.
- Provide client-centric support to build and maintain strong service relationships.
Office & Records Management
- Maintain electronic and hard copy filing systems for advisory records and client correspondence.
- Manage the Client Management System and general secretarial duties, including calendar coordination.
- Ensure strict confidentiality regarding sensitive financial information.
Minimum Requirements
Qualifications & Experience:
- Education: Matric and an Administrative Diploma.
- Experience: 3–5 years of experience as a Broker’s Assistant or Secretary. (NB!!)
- Technical Knowledge: Proven experience dealing specifically with investment administration instructions and follow-ups.
- Systems: Key knowledge of Glacier, Ninety One, and Allan Gray systems is essential.
Key Skills:
- Software: Intermediate proficiency in MS Office (Excel, Word, PowerPoint, SharePoint).
- Typing: Minimum speed of 50+ wpm.
- Investment Knowledge: Solid understanding of products such as UTs, TFSA, offshore wrappers, and ETFs.
- Logistics: Must have own transport. (Must)
Personal Attributes:
- Exceptional attention to detail and accuracy in handling financial data.
- Ability to work independently and take initiative in problem-solving.
- Professional demeanor and the ability to meet tight deadlines under pressure.
How to Apply = Apply Today!
If you have the financial expertise and administrative drive to excel in this role:
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Should you not hear back from our team within 3-5 Days since applying, please deem your application as unsuccessful at this time.
We will reach out directly should any other alternative openings match your qualifications and experience in your area of interest.
Desired Skills:
- Administrative Assistant
- Administrative Assistant
- Administrative Assistant
