Administrative Assistant

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