Admin AssistantHire Resolve • ZA
Admin Assistant
Hire Resolve • ZA
4 days ago
Job descriptionCollate, 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 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 :
Job Description
- 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
Requirements
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Admin Assistant • ZA
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