Administrative Assistant to Financial Adviser
Category: Administrative
Location: Cape Town
Salary: Market-related
Are you a meticulous, self-motivated administrative professional with deep roots in the financial planning industry? Our client is looking for an experienced Administrative Assistant to support their team of financial advisers and deliver world-class service to a dedicated portfolio of clients.
Key Responsibilities:
Client Portfolio & Liaison: Take full ownership of a set client portfolio, acting as the primary support contact and managing advisers'' diaries.Business Processing: Handle end-to-end processing of new business, investments, risk products, medical aids, and client requests.
Client Reviews & Renewals: Coordinate and process fee renewals, annual client reviews, and income revisions.
Estates & Trusts Support: Assist with deceased estate administration and trust administration (drawing up resolutions, taking minutes, filing).
CRM & Data Discipline: Maintain meticulous, up-to-date client records in the CRM to ensure seamless team collaboration.
Compliance & Cyber Security: Adhere strictly to industry legislation (FICA, FAIS, POPIA, TCF) and enforce clean-desk, data privacy, and secure payment practices.
Requirements:
Language: Fluent Afrikaans (read, write, speak) is mandatory, along with professional proficiency in English.Experience: 5+ years of administrative experience within the South African financial services/insurance / investment industry.