Job Description
About the Role
Hire Resolve is seeking an experienced Administrative Assistant to join their team in Somerset West, providing exceptional client-centric support to Financial / Investment Advisors. With 35 years of relevant experience, ideally as a broker’s assistant or secretary, you will be responsible for delivering high-quality administrative support and building strong relationships with clients.
Key Responsibilities
- Provide support to the Financial Planner, specializing in investment management and group scheme benefits.
- Offer excellent client services through effective communication (verbal, written, and in-person interactions).
- Deliver client-centric administrative support to the Financial / Investment Advisors within the team.
- Handle follow-up correspondence with clients, beneficiaries, and third-party providers.
- Collate all necessary documentation related to the administration of investment instructions, payments, and client accounting.
- Prepare and capture documentation on internal systems.
- Be accountable for electronic and hard copy filing related to investment administration and advisory record keeping.
- Ensure that all investment and payment instructions are compliant.
- Liaise with clients: attending to and resolving all queries directly with them, building relationships, and understanding their service requirements.
- Maintain the Client Management System.
- Collate all client monthly and quarterly reporting.
- Provide general secretarial support, including typing and filing of client correspondence.
- Prepare, collate, and distribute quarter end statements.
Requirements
- 35 years of relevant experience as a broker’s assistant or secretary.
- Knowledge of specific widely-used investment administration systems is advantageous.
- A Matric certificate (or equivalent) is required.
- An Administrative Diploma is required.
- A high level of financial industry knowledge is required.
- Understanding of investment products (e.g., UTs, TFSAs, offshore wrappers, mutual funds, ETFs) is required.
- Intermediate computer literacy is essential, including proficiency in the MS Office suite (Excel, Word, PowerPoint, Outlook) and SharePoint.
- A typing speed of 50 words per minute (wpm).
- Proficiency in document preparation and filing systems is required.
- Calendar management and meeting coordination skills are necessary.
- Own transport is essential.
Qualifications
- Matric certificate (or equivalent)
- Administrative Diploma
How to Apply
Contact Adrienne Steyn at Hire Resolve on or email us your CV: We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
About Admin / clerical / secretarial Jobs in Cape Town Region
The admin, clerical, and secretarial roles in Cape Town region are typically found across various industries, with the financial services sector often being a common employer. Generally, these positions require administrative support to ensure efficient office operations, communication, and record-keeping. Typically, individuals in this field work in a fast-paced environment, providing essential support to teams and organisations.
In terms of compensation, salaries for admin, clerical, and secretarial roles vary widely depending on factors such as experience, company size, industry sector, and level of seniority. Broadly speaking, common salary ranges for these positions range from R30 000 to R60 000 per annum, although it’s essential to note that actual salaries can differ significantly based on individual circumstances. For example, experienced professionals in larger organisations or those working in high-demand industries may earn higher salaries.
Common skills required for admin, clerical, and secretarial roles include proficiency in Microsoft Office applications, excellent communication and interpersonal skills, attention to detail, organisational abilities, time management, and adaptability. Additionally, having experience with HR systems, accounts payable, and inventory management can be beneficial in some instances. Typically, individuals in this field are expected to be highly organised, efficient, and able to work well under pressure.
These roles are commonly found in a range of industries, including financial services, technology, manufacturing, and healthcare. In the finance sector, for instance, administrative professionals may support investment teams or manage accounts payable and receivable. In the technology industry, they may provide technical support or assist with project coordination. Manufacturing organisations often require admin staff to handle logistics, inventory management, and order processing.
Career development opportunities for individuals in this field are generally good, with many graduates progressing into senior administrative roles or moving into related fields such as human resources, marketing, or business administration. With experience and additional training, admin professionals can advance to specialist positions, such as executive assistants, operations managers, or team leaders.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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