Somerset West: Administrative Investment Assistant posted by Hire Resolve

April 15, 2026 Jobs in Somerset West

Hire Resolve

Western Cape

Other Administration/PA/Secretary

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

Investigations 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. Attend to and resolve queries with a high level of professionalism.
Compliance & Record Keeping: Manage electronic and hard copy filing in strict accordance with FAIS and FICA regulations. Ensure all investment and payment instructions are fully compliant.
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

No specific qualifications mentioned.

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

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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.

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

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