Administrative Assistant to Financial Adviser | Cape Town
The Recruitment Council Cape Town
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.
The Recruitment CouncilCape Town
Role: 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...
The Recruitment CouncilCape Town
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...
HR GenieCape Town
A leading company in Financial Services is looking for a Administratoin Assistant to join their team.
Your:
Formal Education
• Matric (Grade 12)
• 2-5 years experience in the administrative environment
• Diploma in Administration (advantageous...