Administrative Assistant | Cape Town

The Recruitment Council; Cape Town; On-site; ZAR 250,000 - 300,000; Full time

Job summary

A leading company in the financial services industry is seeking an Office Manager to oversee administration and client relations. This role involves ensuring compliance, managing diaries, and maintaining detailed records. Candidates should possess a Matric certificate and relevant experience, showcasing strong interpersonal and time management skills.

Qualifications

• Experience in financial services industry, specifically administration.
• Strong proficiency in Microsoft Word and Excel.
• Good attention to detail and time management skills.

Responsibilities

• Responsible for office management and administration.
• Manage relationships and provide client services.
• Handle new applications and client enquiries.

Skills

Attention to detail

Interpersonal skills

Time management

Proactive approach

Education

Matric

Diploma (advantageous)

Tools

Microsoft Word

Microsoft Excel

Job description

Job Purpose:

The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Managers and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Requirements and skills:

• Matric
• Diploma advantageous
• Experience in financial services industry, specifically admin
• Strong proficiency in Microsoft word and excel
• Good attention to detail
• Proactive and enthusiastic
• Time management with the ability to work under pressure to tight deadlines
• Excellent interpersonal skills