Finance Admin (george)
Western Cape, South Africa
Job Description
Job Summary Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book.
This is a key support role where accuracy, coordination, and proactive client service are essential. If you're driven, meticulous, and thrive under pressure- this could be your next big move.
Key Responsibilities:
- Provide full administrative support to Wealth Managers
- Maintain up-to-date and compliant client records
- Coordinate account openings, investment transactions, and policy reviews
- Handle scheduling, diary management, and travel arrangements
- Respond timeously to client and internal queries
- Apply regulatory knowledge (FICA/FAIS) in all operations
- Assist with switches, top-ups, and preparation for client reviews
- Matric with 1 years of investment / insurance admin or relevant financial services experience
- Relevant BCom degree/ Diploma/ Certificate in anything finance
- Proficient in Microsoft Office, especially Excel
- High attention to detail with a methodical work ethic
- Able to work independently and as part of a team
- Clear communicator with a client-first mindset
- Hybrid set-up (home and office)
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Job Detail
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Job IdJD1576859
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:R200,000-320,000 per year
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Employment StatusPermanent
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Job LocationWestern Cape, South Africa
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EducationNot mentioned