Administrative Assistant to Financial Adviser | Cape Town

SUMMARY:
Administrative Assistant to Financial Adviser | Cape Town

POSITION INFO:

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.

• CRM Systems: Extensive experience with at least one of the following: @Work, Workpool, Elite Wealth, or XPlan.

• Investment Platforms: Deep experience with at least two of the following: NinetyOne, Allan Gray, or Glacier.

• Life Insurance Platforms: Deep experience with at least two of the following: Discovery, Momentum, or Sanlam.

• Education: Matric (Grade 12) required. (Industry qualifications like a Certificate in Financial Planning or passed RE exams are a major advantage).

• Tech-Savvy: Proficient in MS Office (Outlook, Excel, Word) and comfortable using modern productivity tools (e.g., MS 365 Copilot/AI).

• Personal Attributes: Strong self-management, results-driven, detail-oriented, and client-centric.

• Logistics: Valid driver’s license and own reliable transport.