Administrative Assistant

Discovery Consulting Services; Polokwane; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Polokwane is seeking an Administrative Support professional to manage front desk operations, track IT support tickets, and facilitate onboarding for advisors. The ideal candidate will have a Matric qualification and at least three years of experience in the financial industry, along with excellent communication and organizational skills. This role demands a proactive and detail-oriented individual capable of thriving in a fast-paced environment.

Qualifications

• 3 years experience in financial services.
• Excellent communication skills required.

Responsibilities

• Manage front desk and office logistics.
• Log and track IT support tickets.
• Facilitate onboarding/offboarding of Advisors.

Skills

Excellent interpersonal skills

Time Management

Attention to detail

Logical problem-solving ability

Education

Matric

3 years working experience in the Financial Industry

RE5 (advantageous)

Knowledge of MS Office Suite

Job description

Key Purpose

Administration and Support through building relationships, superior client service and technical knowledge.

Areas of responsibility may include but not limited to:

Reception & Office Operations

• Manage front desk and switchboard duties.
• Oversee daily office logistics, cleanliness, and maintenance.
• Procure office supplies, equipment, and manage courier services.
• Maintain a tidy and professional office environment, including managing the cleaner and utilities (e.g., electricity).

IT & Equipment Support

• Log and track IT support tickets (laptops, printers, email, Teams, etc.).
• Coordinate laptop orders, returns, and swop-outs.
• Assist with system access and troubleshooting for staff and advisors.

Advisor & PA Support

• Facilitate onboarding/offboarding of Advisors and PAs.
• Register advisors on CMS and track progress.
• Manage PA onboarding on Smart People and team chat access.
• Provide general support to PAs and advisors, including document printing, business card orders, and calendar updates.

Business & Reporting Support

• Track and submit new business and servicing cases (Life, Invest).
• Consolidate and distribute production figures and pipeline reports.
• Maintain and update various business tracking lists (e.g., Life submissions, Bank case monitor, Invest non-remediated).
• Follow up on outstanding PMAs and coordinate with doctors and finance.

Administrative & Compliance

• Maintain filing systems, supervision files, and meeting attendance registers.
• Capture and scan tax slips for returns.
• Manage complaints register and assist with audit readiness.
• Support recognition initiatives and update internal boards.

Additional Duties

• Organize Vitality Days for advisors.
• Assist with training logistics and general admin tasks as needed.

Personal Attributes and Skills

• Logical, analytical problem-solving ability.
• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to work independently.
• Time Management.
• Ability to take accountability, responsibility, and ownership.
• Able to take initiative and exercise sound judgment and decision making.
• Ability to work in a highly pressurized, target oriented environment.
• Ability to deal positively with change and uncertainty.
• Good organizational skills.
• Proactive, self-motivated.
• Attention to detail.
• Ability to meet deadlines timeously.
• Honest and ethical.

Education and Experience

Qualifications

• Matric
• 3 years working experience in the Financial Industry
• RE5 (advantageous)
• Knowledge of MS Office Suite
• Excellent Communication skills (verbal and written)
• Tertiary qualification (advantageous)
• Relevant financial services industry experience is advantageous