Job Description

A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and follow-ups. The ideal candidate will have 3-5 years of relevant experience, ideally as a broker's assistant or secretary, and possess excellent client service and organizational skills. If you have a high level of financial industry knowledge and strong attention to detail, we encourage you to apply!
Responsibilities:

• Provide support to the Financial Planner, specializing in investment management and group scheme benefits.
• Offer excellent client services through effective communication (verbal, written, and in-person interactions).
• Deliver client-centric administrative support to the Financial / Investment Advisors within the team.
• Handle follow-up correspondence with clients, beneficiaries, and third-party providers.
• Collate all necessary documentation related to the administration of investment instructions, payments, and client accounting.
• Prepare and capture documentation on internal systems.
• Be accountable for electronic and hard copy filing related to investment administration and advisory record keeping.
• Ensure that all investment and payment instructions are compliant.
• Liaise with clients: attending to and resolving all queries directly with them, building relationships, and understanding their service requirements.
• Maintain the Client Management System.
• Collate all client monthly and quarterly reporting.
• Provide general secretarial support, including typing and filing of client correspondence.
• Prepare, collate, and distribute quarter end statements.

Requirements:

• Requires a minimum of 3-5 years of relevant experience.
• Experience as a broker's assistant or broker's secretarial background dealing with investment administration instructions and follow-ups.
• Knowledge of specific widely-used investment administration systems will be advantageous.
• A Matric certificate (or equivalent) is required.
• An Administrative Diploma is required.
• A high level of financial industry knowledge is required.
• Understanding of investment products (e.g., UTs, TFSAs, offshore wrappers, mutual funds, ETFs) is required.
• Intermediate computer literacy is essential, including proficiency in the MS Office suite (Excel, Word, PowerPoint, Outlook) and SharePoint.
• A typing speed of 50+ words per minute (wpm).
• Proficiency in document preparation and filing systems is required.
• Calendar management and meeting coordination skills are necessary.
• Own transport is essential.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on

or on LinkedIn * You can also visit the Hire Resolve website: hireresolve.us or email us your CV:
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

Skills Required