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Somerset West: Administrative Assistant posted by Hire Resolve

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Job Description

About the Role

A boutique firm in the Financial Services sector is seeking an experienced Administrative Assistant to provide critical support to their Financial Advisors and Para-planners. The ideal candidate will have a deep understanding of the investment landscape, a passion for high-end client service, and technical knowledge to manage complex investment administration.

Key Responsibilities

  • 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.
  • 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.
  • 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.

Requirements

  • Education: Matric and an Administrative Diploma.
  • Experience: 35 years of experience as a Brokers Assistant or Secretary.
  • 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.

Qualifications

Matric and an Administrative Diploma.

Salary & Benefits

CTC Negotiable dependent on experience, 13th Cheque.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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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.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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