Administrative Assistant

ACG Growth Partners™; Somerset West; Hybrid; ZAR 254,000 - 304,000; Full time

Job summary

ACG Growth Partners is seeking an Administrative Assistant for a wealth and investment management practice in Somerset West. You will support Financial Advisers and Paraplanners, delivering client-focused administrative service and handling follow-up correspondence with clients and providers.

The role requires 3–5 years of broker’s assistant/secretary experience in investment administration, strong financial knowledge, and proficiency with MS Office and SharePoint.

Qualifications

• Matric and an administrative diploma are required.
• Three to five years’ experience as broker’s assistant/secretary dealing with investment administration.
• Must be familiar with Allan Gray, Glacier and Ninety One systems.
• Strong financial industry knowledge and intermediate MS Office skills.

Responsibilities

• Collate and prepare investment documentation for instructions, payments, and client accounting.
• File electronically and physically; maintain advisory records per FAIS and FICA.
• Ensure all investment and payment instructions are compliant.
• Liaise with clients, resolve queries, and build relationships.
• Maintain client management system and monthly/quarterly reporting.

Skills

Strong organisation

Attention to detail

Client communication

Time management

Independent worker

Education

Matric

Administrative diploma

Tools

Microsoft SharePoint

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Administrative Assistant

Wealth and Investment Management Practice

• Location: Somerset West, Western Cape
• Employment type: Permanent
• Position level: Intermediate
• Work model: Four days in office, one day remote per week
• Remuneration: R25,000 CTC per month, negotiable, plus 13th cheque structure

Role overview

ACG Growth Partners™ is recruiting an Administrative Assistant on behalf of a wealth and investment management practice in Somerset West. The role supports the practice’s Financial Advisers and Paraplanner, who specialise in investment management. Its purpose is excellent client service through clear communication, whether verbal, written or in person. That means client‑centric administrative support to the advisers in the team, and handling follow‑up correspondence with clients, beneficiaries and third‑party providers.

The role suits someone with previous broker’s assistant or broker’s secretarial experience who has dealt specifically with investment administration instructions and follow‑ups for at least three to five years.

Key responsibilities

• Collate all documentation needed for investment instructions, payments and client accounting, then prepare and capture it on internal systems.
• Take accountability for electronic and hard-copy filing relating to investment administration, and for advisory record keeping as required by FAIS and FICA.
• Ensure that all investment and payment instructions are compliant.
• Liaise with clients directly, attend to and resolve their queries, build relationships and understand their service requirements.
• Maintain the client management system.
• Collate all monthly and quarterly client reporting.
• Prepare, collate and distribute quarter‑end statements.
• Provide general secretarial support, including typing and filing of client correspondence.

Minimum Requirements

• Matric.
• An administrative diploma.
• Three to five years’ experience as a broker’s assistant or broker’s secretary, dealing with investment administration instructions and follow‑ups.
• Working knowledge of the Allan Gray, Glacier and Ninety One systems. This is key to the role.
• A high level of financial industry knowledge.
• Intermediate computer literacy, including SharePoint, the Microsoft Office suite and Excel at an intermediate level.
• Typing speed of 50 words per minute or more.
• Own transport.

Skills and competencies

Technical

• Proficiency in Microsoft Excel, Word, PowerPoint, Outlook and SharePoint.
• An understanding of investment products, including unit trusts, tax‑free savings accounts, offshore wrappers, mutual funds and ETFs.

Administrative

• Strong organisational and time management abilities.
• Attention to detail and accuracy when handling financial data.
• Document preparation and filing systems.
• Calendar management and meeting coordination.
• Client communication and relationship management.

Financial knowledge

• An understanding of investment terminology and concepts.
• Knowledge of regulatory requirements.
• Familiarity with financial statements and reports.
• A basic understanding of market operations and trading processes.

Communication

• Professional written and verbal communication.
• The ability to interact with high‑net‑worth clients.
• Good telephone etiquette and a client service orientation.
• Presentation skills for preparing reports and materials.

Personal attributes

Someone who works independently, shows initiative and solves problems without being asked. The practice needs a person who can cope in a fast‑moving, high‑pressure environment, meet tight deadlines and adapt as priorities change. Discretion with sensitive financial information is essential, as is a professional manner with clients.

Product‑provider exposure

• Allan Gray
• Glacier
• Ninety One

Systems exposure

• Microsoft SharePoint
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Outlook