Administrative Assistant | Durbanville

The Recruitment Council; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A recruitment agency in Cape Town is seeking an experienced Administrative Assistant to support a team of Financial Advisers/Planners. The ideal candidate will manage daily administrative tasks, process investment and insurance business, and assist with client reviews. Key qualifications include Matric, 5+ years of experience, and bilingual fluency in Afrikaans and English. Own transport and familiarity with legislation compliance are essential. This role offers a dynamic working environment.

Qualifications

• 5+ years of relevant experience.
• Knowledge of legislation compliance (FICA / FAIS / POPIA / TCF) is a must.
• Own transport is required.

Responsibilities

• Processing new and existing business for investments and insurance.
• Monitoring activities related to client reviews and requests.
• Managing the broker's diary and liaising with clients.

Skills

Organizational skills

Communication (bilingual Afrikaans and English)

Microsoft Office (Outlook, Excel, Word)

Education

Matric / Grade 12

Tools

Investment Platforms (Ninety-One, Allan Gray, Glacier)

Life Insurance Platforms (Discovery, Momentum, Sanlam)

Job description

Administrative Assistant to Financial Adviser / Planner

We are seeking a highly organized and experienced Administrative Assistant to support a team of Financial Advisers / Planners . The successful candidate will be responsible for a set portfolio of clients and will handle daily administration tasks .

Key Responsibilities Include :

Processing new and existing business for investments, risk business, medical aid, trusts, and estates .

Monitoring activities related to client reviews and requests .

Managing the broker''s diary and liaising with clients and insurance companies .

Assisting with deceased estates and trust administration .

Requirements :

Matric / Grade 12 is essential .

5+ years of relevant experience .

Extensive experience with Microsoft Office (Outlook, Excel, Word) .

Bilingual in Afrikaans and English (read, write, verbal) .

Own transport is required .

Knowledge of legislation compliance (FICA / FAIS / POPIA / TCF) is a must .

Extensive experience with at least two of the following Investment Platforms : Ninety-One, Allan Gray, and Glacier .

Extensive experience with at least two of the following Life Insurance Platforms : Discovery, Momentum, and Sanlam .