A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and follow-ups. The ideal candidate will have 35 years of relevant experience, ideally as a broker’s assistant or secretary, and possess excellent client service and organizational skills. If you have a high level of financial industry knowledge and strong attention to detail, we encourage you to apply!

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:

• Requires a minimum of 35 years of relevant experience.
• Experience as a broker’s assistant or broker’s secretarial background dealing with investment administration instructions and follow-ups.
• Knowledge of specific widely-used investment administration systems will be 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.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on *****@*****.co.za or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

 

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.

A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and follow-ups. The ideal candidate will have 35 years of relevant experience, ideally as a broker’s assistant or secretary, and possess excellent client service and organizational skills. If you have a high level of financial industry knowledge and strong attention to detail, we encourage you to apply!

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:

• Requires a minimum of 35 years of relevant experience.
• Experience as a broker’s assistant or broker’s secretarial background dealing with investment administration instructions and follow-ups.
• Knowledge of specific widely-used investment administration systems will be 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.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on *****@*****.co.za or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

 

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.

A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and follow-ups. The ideal candidate will have 35 years of relevant experience, ideally as a broker’s assistant or secretary, and possess excellent client service and organizational skills. If you have a high level of financial industry knowledge and strong attention to detail, we encourage you to apply!

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:

• Requires a minimum of 35 years of relevant experience.
• Experience as a broker’s assistant or broker’s secretarial background dealing with investment administration instructions and follow-ups.
• Knowledge of specific widely-used investment administration systems will be 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.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on *****@*****.co.za or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

 

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.

A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and follow-ups. The ideal candidate will have 35 years of relevant experience, ideally as a broker’s assistant or secretary, and possess excellent client service and organizational skills. If you have a high level of financial industry knowledge and strong attention to detail, we encourage you to apply!

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:

• Requires a minimum of 35 years of relevant experience.
• Experience as a broker’s assistant or broker’s secretarial background dealing with investment administration instructions and follow-ups.
• Knowledge of specific widely-used investment administration systems will be 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.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on *****@*****.co.za or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

 

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.

A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and follow-ups. The ideal candidate will have 35 years of relevant experience, ideally as a broker’s assistant or secretary, and possess excellent client service and organizational skills. If you have a high level of financial industry knowledge and strong attention to detail, we encourage you to apply!

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:

• Requires a minimum of 35 years of relevant experience.
• Experience as a broker’s assistant or broker’s secretarial background dealing with investment administration instructions and follow-ups.
• Knowledge of specific widely-used investment administration systems will be 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.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on *****@*****.co.za or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

 

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.

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)

• 35 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

• Salary: Based on experience and qualifications.

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
  • Please use “Administrative Assistant” as your subject line when applying via email 

  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

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)

• 35 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

• Salary: Based on experience and qualifications.

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
  • Please use “Administrative Assistant” as your subject line when applying via email 

  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

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)

• 35 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

• Salary: Based on experience and qualifications.

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
  • Please use “Administrative Assistant” as your subject line when applying via email 

  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

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)

• 35 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

• Salary: Based on experience and qualifications.

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
  • Please use “Administrative Assistant” as your subject line when applying via email 

  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