Admin Assistant

A well-established Financial Services / Wealth Management firm is seeking an experienced Administrative Assistant to support a Financial Advisor / Para-planner specialising in investment management.The primary purpose of this role is to deliver exceptional client service through accurate, compliant, and client-centric administrative support. The position is ideally suited to candidates with broker assistant or broker secretarial experience, particularly within investment administration, and requires strong follow-up, organisational, and communication skills.

Responsibilities 

• Collate, prepare, and capture all documentation relating to investment instructions, payments, and client accounting on internal systems

• Ensure all investment and payment instructions comply with FAIS and FICA requirements

• Maintain accurate electronic and hard-copy filing for investment administration and advisory records

• Act as a primary point of contact for clients, beneficiaries, and third-party providers

• Resolve client queries efficiently while building strong, professional relationships

• Understand and respond to individual client service requirements

• Maintain and update the Client Management System

• Collate and distribute monthly and quarterly client reports

• Prepare, collate, and distribute quarter-end statements

• Typing and preparation of client correspondence

• Filing and record management

• General administrative and secretarial duties in support of the advisory team

Requirements 

• Matric

• Administrative Diploma

• 3–5 years’ relevant experience in a similar role

• Proven experience with investment administration

• Working knowledge of Allan Gray, Glacier, and Ninety One systems (essential)

• High level of financial services industry knowledge

• Valid driver’s licence and own transport

• Intermediate proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint, SharePoint)

• Excel at an intermediate level

• Typing speed of 50+ words per minute

• Strong proficiency in Microsoft Office and SharePoint

• Understanding of investment products including:

Benefits