Administrative Assistant

Key Responsibilities:

• Administrative Support: Schedule meetings, handle office administration, and manage correspondence with clients and service providers.
• Client Assistance: Assist financial planners in servicing new and existing clients, preparing documentation, application forms, and follow-ups.
• Data Management: File, capture client data, and update spreadsheets and word documents.
• Transaction Follow-ups: Ensure the smooth implementation of new business and track client transactions.
• Client Communication: Be the initial point of contact for client queries and provide telephonic support.

Requirements:

• Grade 12 (Matric)
• Industry experience in financial services is required.
• A post-matric qualification is advantageous.
• Own vehicle, transport, and drivers license.
• Fully bilingual.
• Strong written and verbal communication skills.
• Ability to multitask and work under pressure in a fast-paced environment.
• High level of professionalism and a corporate appearance.
• Strong time management, organization, and attention to detail.
• Proficiency in Adobe PDFs, Outlook, Word, and Excel.

Compensation & Benefits:

• Basic Salary: Gross salary, with potential performance-based bonuses.
• Opportunity to work in a professional and growth-oriented financial services environment.
• Supportive and collaborative work culture that values continuous learning and personal development.