Menu Close

Somerset West: Administrative Investment Assistant posted by Hire Resolve

Job Description

About the Role

Hire Resolve is seeking a highly organized and detail-oriented Administrative Assistant to join a premier Wealth Management firm in Somerset West. This is a permanent, onsite role providing vital support to a Financial Planner specializing in investment management and group scheme benefits.

Key Responsibilities

  • Investigative Administration: Collate and prepare all documentation for investment instructions, payments, and client accounting.
  • Client Liaison: Act as a primary point of contact for clients, beneficiaries, and third-party providers.
  • Compliance & Record Keeping: Manage electronic and hard copy filing in strict accordance with FAIS and FICA regulations.
  • Advisory Support: Prepare meeting materials, reports, and follow-up correspondence for Financial and Investment Advisors.
  • Office Coordination: Manage calendars, schedule meetings, and ensure the smooth day-to-day administrative operation of the advisory team.

Requirements

  • Experience: 35 years of experience as a Brokers Assistant or Secretary, specifically handling investment administration and follow-ups.
  • Industry Knowledge: High level of financial industry knowledge, including a strong understanding of investment products (Unit Trusts, TFSA, Offshore Wrappers, ETFs).
  • Technical Skills: Intermediate proficiency in MS Office (Excel, Word, PowerPoint, Outlook) and SharePoint.
  • Typing Speed: Minimum typing speed of 50+ wpm.
  • Education: A relevant tertiary qualification or industry-specific certification will be highly advantageous.

Qualifications

  • Relevant tertiary qualification or industry-specific certification is an advantage. No specific qualifications are required for this role.

Salary & Benefits

  • Base salary with 13th cheque structure.

Position Details

  • Location: Somerset West, Western Cape (100% In-Office).
  • Remuneration: Base salary with 13th cheque structure.
  • Leave: 21 days annual leave

How to Apply

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

About Other Administration/PA/Secretary Jobs in Western Cape

In the Western Cape, Other Administration, PA, and Secretary positions are in high demand across various industries. Typically, these roles involve providing administrative support to professionals and executives, managing day-to-day operations, and maintaining accurate records. Generally, this field is considered a vital component of any organization, ensuring seamless day-to-day functioning.

Salaries for Other Administration, PA, and Secretary roles can vary greatly depending on factors like experience, company size, and industry sector. Broadly speaking, salaries typically fall within the range of R400 000 to R800 000 per annum, with a common band being between R500 000 and R600 000. However, it’s essential to note that these figures are approximate and can fluctuate based on individual circumstances.

Common skills for this type of role include administrative software proficiency (e.g., Microsoft Office), excellent communication and interpersonal skills, organisational and time management abilities, and the capacity to maintain confidentiality. Other valuable skills include data entry, record-keeping, and basic bookkeeping.

Many industries in Western Cape employ these roles, particularly in sectors like financial services, technology, manufacturing, and healthcare. In the financial services sector, for example, you may find administrative assistants supporting senior executives or managing client records. Similarly, in the technology industry, PA’s are often responsible for coordinating meetings, scheduling appointments, and preparing materials for presentations.

Career development opportunities for those in Other Administration, PA, and Secretary roles can vary depending on individual interests and goals. Typically, experience can lead to progression into more senior administrative positions or even specialist roles like office manager or operations coordinator. Some may choose to pursue further education or training to advance their skills or transition into related fields.


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



GO APPLY NOW

Safe & secure application process


Get Job Alerts

Never miss a job! Get daily alerts matching your preferences.

📧 Why Subscribe?

  • Get notified instantly when new jobs match your criteria
  • No registration required - just your email
  • Daily digest of relevant opportunities
  • Free forever - never miss your dream job
  • Unsubscribe anytime with one click
We'll never share your email with anyone
Leave blank for all locations
We'll send you a daily summary of new matching jobs
🔒 Privacy Guaranteed
Your email is safe with us. We only send job alerts and never spam. Unsubscribe anytime with one click. No registration, no account required.


Jobseeker Tip

Apply early, keep your CV ready, and search using both job title and location. Example: Admin Johannesburg.

Interview tips

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Somerset West, Jobs in South Africa, Jobs in Western Cape

More Jobs in Your Area