Administrative Assistant | Durbanville - Cape Town

Administrative Assistant to Financial Adviser/Planner

We are seeking a highly organized and experienced Administrative Assistant to support a team of Financial Advisers/Planners. The successful candidate will be responsible for a set portfolio of clients and will handle daily administration tasks.

Key Responsibilities Include:

• Processing new and existing business for investments, risk business, medical aid, trusts, and estates.
• Monitoring activities related to client reviews and requests.
• Managing the broker''s diary and liaising with clients and insurance companies.
• Assisting with deceased estates and trust administration.

Requirements:

• Matric/Grade 12 is essential.
• 5+ years of relevant experience.
• Extensive experience with Microsoft Office (Outlook, Excel, Word).
• Bilingual in Afrikaans and English (read, write, verbal).
• Own transport is required.
• Knowledge of legislation compliance (FICA/FAIS/POPIA/TCF) is a must.
• Extensive experience with at least two of the following Investment Platforms: Ninety-One, Allan Gray, and Glacier.
• Extensive experience with at least two of the following Life Insurance Platforms: Discovery, Momentum, and Sanlam.

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