Senior Admin Support

Recruiter:

The Legends Agency

Job Ref:

Date posted:

Wednesday, October 7, 2026

Location:

Cape Town, South Africa

Salary:

Market-related

SUMMARY:
A general financial practice specialising in investments and trust administration is seeking a Senior Administrative Support professional to join their office team in Eversdal.

POSITION INFO:

Job Title: Senior Administrative Support

Location: Office-based, Eversdal

Position Type: Full-time (Permanent)

Salary: R20,000 – R24,500 per month (Cost to Company)

Role Overview

A general financial practice specialising in investments and trust administration is seeking a Senior Administrative Support professional to join their office team in Eversdal. Supporting six financial advisors alongside a Para Planner and Executive Assistant, this role requires a tech-savvy administrator to deliver comprehensive back-office operational support.

Key Responsibilities

Provide day-to-day administrative support to the practice’s financial advisors.
Manage and process investment transactions across primary platforms, including 91, Allan Gray, Glacier, Perasec, and Credo.
Handle general insurance administration across platforms such as Discovery and Sanlam.
Maintain accurate client records and manage workflow within the practice CRM (Elite Wealth).
Ensure strict adherence to regulatory compliance standards, including FICA and POPIA requirements.

Requirements & Qualifications

Experience: Minimum 3–5 years of administrative experience within the financial services or investment sector.
Platform Knowledge: Experience working with at least two investment platforms (e.g., 91, Allan Gray, Glacier) is required.
CRM & Systems: Experience navigating CRM systems (Elite Wealth experience is a bonus).
Languages: Fully bilingual in Afrikaans and English (spoken and written) to service the practice''s client base effectively.
Education & Compliance: Matric qualification; solid working knowledge of regulatory legislation (FICA, POPIA).

Benefits & Work Environment

Permanent, office-based role in Eversdal.
Collaborative team environment in a growing practice.
Standard working hours without client travel requirements.

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