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Somerset West: Financial Administrative Assistant (Helderberg) posted by Merand Corbett & Associates

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Job Description

KEY RESPONSIBILITIES: 

  • Provide general administrative support across the business
  • Maintain accurate records, documentation, and electronic filing systems
  • Assist with admin relating to estates, trusts, life policies, investments, and medical aid matters
  • Manage correspondence via email, Outlook, and Microsoft Teams
  • Prepare and update documents using Microsoft Word and Excel
  • Support the team during busy periods and assist with meeting deadlines
  • Ensure high accuracy, particularly when working with financial information
  • Deliver and collect documents for client meetings when required
  • Work with CRM systems

 
REQUIREMENTS:

  • Fluent in Afrikaans and proficient in English
  • Strong organisational and multitasking skills
  • High level of accuracy and attention to detail
  • Able to work under pressure and meet deadlines
  • Strong sense of responsibility and teamwork
  • Proficient in Outlook, Microsoft Teams, Word, and Excel
  • Completion of the RE5 exam advantageous, but not required
  • Valid driver’s licence and reliable own transport (essential)
  • Professional, punctual, and well-presented
  • Adaptable and comfortable in a fast-paced, changing environment
  • Residing in the Helderberg area will be advantageous

 
*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*

How to Apply

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

About Client Services/Sales Support Jobs in Western Cape

In the Western Cape, the Client Services/Sales Support field is generally characterized by a competitive job market with an emphasis on providing excellent customer service and support to clients. The industry tends to be fast-paced and dynamic, with many opportunities for career growth and development.

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Typically, Client Services/Sales Support roles in this region fall within a broad salary range of R250 000 to R500 000 per annum, although this can vary widely depending on factors such as the level of experience, company size, and industry sector. For example, entry-level positions may start at the lower end of this range, while more senior roles may command higher salaries. It is essential to note that these figures are only a general guideline, and actual salaries may differ based on individual circumstances.

Common skills required for Client Services/Sales Support roles in South Africa include excellent communication and interpersonal skills, attention to detail, organisational abilities, and the ability to work well under pressure. Additionally, proficiency in Microsoft Office software, CRM systems, and other industry-standard tools is often expected. Many candidates also possess strong problem-solving and analytical skills, as they need to be able to identify and resolve client issues effectively.

These roles can be found in various industries, including the financial services sector, technology industry, manufacturing sector, and others. In these sectors, Client Services/Sales Support professionals play a critical role in supporting customer-facing teams and ensuring seamless service delivery.

Career development opportunities are plentiful for those in this field, with many options available for advancement or specialisation. Typically, career progression involves taking on increasingly complex projects, gaining leadership experience through departmental roles, or pursuing advanced qualifications such as an MBA or a Postgraduate Diploma in Business Administration. With dedication and hard work, it is possible to establish a successful and fulfilling career in Client Services/Sales Support in the Western Cape region.

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



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