Administrative Assistant

Key Responsibilities:

1. Administrative Support: Schedule meetings, handle office administration, and manage correspondence with clients and service providers.
2. Client Assistance: Assist financial planners in servicing new and existing clients, preparing documentation, application forms, and follow-ups.
3. Data Management: File, capture client data, and update spreadsheets and word documents.
4. Transaction Follow-ups: Ensure the smooth implementation of new business and track client transactions.
5. Client Communication: Be the initial point of contact for client queries and provide telephonic support.

Requirements:

1. Grade 12 (Matric)
2. Industry experience in financial services is required.
3. A post-matric qualification is advantageous.
4. Own vehicle, transport, and drivers license.
5. Fully bilingual.
6. Strong written and verbal communication skills.
7. Ability to multitask and work under pressure in a fast-paced environment.
8. High level of professionalism and a corporate appearance.
9. Strong time management, organization, and attention to detail.
10. Proficiency in Adobe PDFs, Outlook, Word, and Excel.

Compensation & Benefits:

Basic Salary: Gross salary, with potential performance-based bonuses. Opportunity to work in a professional and growth-oriented financial services environment. Supportive and collaborative work culture that values continuous learning and personal development.