Financial Administrative Assistant (Helderberg)

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002131/Belin

Date posted:

Friday, March 13, 2026

Location:

Somerset West, South Africa

SUMMARY:
Our client, a well-established financial services firm, is seeking a proactive and dedicated Administrative Assistant who thrives in a fast-paced, detail-driven environment and takes full ownership of their work. This is an exciting opportunity to join a dynamic team, supporting important client-focused processes with accuracy, professionalism, and discretion. The ideal candidate is Afrikaans-speaking, well-presented, reliable, and adaptable, ready to take on diverse responsibilities and make a meaningful impact within a trusted and professional financial services team.

POSITION INFO:
KEY RESPONSIBILITIES:

Provide general administrative support across the business
Answer and direct phone calls; manage correspondence via email, Outlook, and Microsoft Teams
Greet and assist visitors and clients professionally
Maintain accurate records, documentation, and electronic filing systems
Assist with administration of estates, trusts, policies, investments, and medical aid
Prepare, update, and distribute documents using Microsoft Word and Excel
Support the team during busy periods and assist with meeting deadlines
Deliver and collect documents for client meetings when required
Work with CRM systems and maintain organized filing
Handle confidential and sensitive information with discretion
Take ownership of assigned tasks and ensure timely follow-up

REQUIREMENTS:

Matric / Grade 12 certificate or equivalent
Fluent in Afrikaans and proficient in English
1–3+ years of administrative, reception, or office support experience
Strong organizational and multitasking skills; able to work under pressure and meet deadlines
High level of accuracy and attention to detail, especially with financial or sensitive information
Proficient in Outlook, Microsoft Teams, Word, Excel, and standard office software
Professional, punctual, reliable, and well-presented
Strong sense of responsibility, teamwork, and initiative
Valid driver’s licence and own reliable transport
Completion of the RE5 exam advantageous but not required
Adaptable and comfortable in a fast-paced, changing environment
Residence in the Helderberg area preferred

*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*

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