Administrative and Data Management Assistant.

Financial Associates (Pty)Ltd; Durbanville; On-site; ZAR 150,000 - 250,000; Full time

Job summary

A leading financial advisory firm seeks an Administrative and Data Management Assistant in Durbanville. This full-time role focuses on accurate data management and supporting wealth administrators while upholding the highest standards of confidentiality. Ideal candidates have administrative experience, strong attention to detail, and proficiency in Microsoft Office.

Qualifications

• Minimum Matric or equivalent.
• 1-2 years administrative experience in financial services.
• Basic understanding of FAIS Act and FICA regulations.

Responsibilities

• Data capturing and maintaining client compliance files.
• Support team of wealth administrators.
• Ensure efficient operations and confidentiality.

Skills

Attention to detail

Communication

Confidentiality

Education

Matric (Grade 12) or equivalent qualification

Administration Diploma

Tools

Microsoft Office Suite

Job description

Company Description

Founded in 2004, Financial Associates is dedicated to providing tailored financial advisory services to individuals, businesses, and legal entities. Our team of skilled Financial Planners and Wealth Managers collaborates with specialised legal and accounting professionals to develop comprehensive risk and investment strategies. We integrate expertise in risk management, investment planning, legal matters, and accounting principles to offer thorough, tax-efficient, and legally sound solutions to our clients. Our professional services include investment structuring, financial planning, estate planning, healthcare provision, legal services, and accounting solutions, ensuring clients can navigate financial complexities with confidence.

Role Description

This is a full-time on-site role located in Durbanville for an Administrative and Data Management Assistant. In this role, you will be at the forefront of our administrative and data management functions, focusing on accurate data capturing and maintaining organised digital and physical client compliance files to meet FAIS and FICA requirements. You will also provide essential support to the team of wealth administrators, ensuring smooth and efficient operations within the organisation—all while upholding the highest standards of efficiency and confidentiality.

Qualifications

• Minimum Matric (Grade 12) or equivalent qualification.
• Administration Diploma(preferred).
• Basic understanding of the FAIS Act and FICA regulations.
• 1-2 years of administrative experience, preferably within the financial services sector.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Exceptional attention to detail and accuracy is paramount.
• High level of integrity and a proven ability to handle confidential information with discretion.
• Ability to work independently and as part of a team.
• Excellent communication skills in English and Afrikaans.