SUMMARY:
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POSITION INFO:

Location: Kloof , Durban

An established professional services business based in Kloof, Durban is looking for an Advisory Assistant to provide administrative and client support to a senior advisor.

This is a varied role for someone who is highly organised, accurate and client-focused, with strong attention to detail and the ability to manage multiple tasks, follow up on outstanding matters and work effectively to deadlines.

The successful candidate will work closely with clients and internal stakeholders, ensuring that documentation, instructions and administration are handled accurately and efficiently.

KEY RESPONSIBILITIES

• Provide administrative and operational support to the advisor.

• Communicate professionally with clients and internal and external stakeholders.

• Follow up on outstanding documentation, information and instructions.

• Contact clients to request documents and arrange appointments.

• Assist clients with completing and signing documentation.

• Respond to client queries in a professional and helpful manner.

• Prepare documentation and information for client meetings.

• Maintain accurate client records and update the CRM system.

• Complete onboarding documentation and submit various instructions.

• Request and monitor required compliance documentation.

• Track and follow up on various client instructions and transactions.

• Manage review schedules, appointments and follow-ups.

• Ensure actions arising from meetings are completed within the required timeframes.

• Liaise with internal departments regarding fees and related administration.

• Assist with calculations, reports and client information where required.

• Maintain accurate records and ensure documentation is kept up to date.

• Assist with general office administration and provide support to the wider team when required.

REQUIREMENTS

• Matric + relevant qualification

• Excellent attention to detail and a high level of accuracy.

• Strong organisational and time-management skills.

• Good analytical and problem-solving abilities.

• Excellent verbal and written communication skills.

• The ability to work independently and take ownership of tasks.

• The ability to work under pressure and meet deadlines.

• A professional, friendly and client-focused approach.

• Strong interpersonal skills and the ability to work well within a team.

• A high level of honesty, integrity and confidentiality.

Experience with the following would be advantageous:

• Microsoft Office / O365

• Excel

• Teams / SharePoint

• CRM systems

This is an excellent opportunity for someone looking to build their career within a professional, client-facing environment, while developing their technical and administrative skills. The role requires someone who takes pride in their work, follows through on commitments and enjoys being part of a supportive team.