Administrative Assistant to Financial Advisors

Yazoo Recruitment; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services recruitment agency in Cape Town is looking for an experienced Administrative Assistant to support Financial Advisors with financial administration for clients. The ideal candidate will have 3-5 years' experience in a relevant environment, strong knowledge in financial products, and excellent communication skills. This role offers a salary range of R18,000 – R20,000 per month.

Qualifications

• Minimum 3-5 years' experience within the Insurance, Investment, or Asset Management environment.
• Product knowledge in Risk Cover, RA, Investments, etc. is required.
• Proven track record of administrative support within financial services.

Responsibilities

• Assist Financial Advisor with all financial administration tasks.
• Communicate with clients via phone and email.
• Ensure compliance with FICA, FAIS, and Due Diligence.
• Capture and update client information on CRM system.
• Manage forms administration and submit to Financial Institute.
• Provide general administrative support.

Skills

Experience in Financial Services

Client communication skills

FICA, FAIS compliance knowledge

Data capturing and record keeping

Excel proficiency

Education

Grade 12

Relevant Diploma / Tertiary qualification

Tools

Elite Wealth

CRM system

Job description

Administrative Assistant to Financial Advisors – Cape Town.

Administrative Assistant with relevant experience in the Financial Services Industry, specific to Wealth Management, required to assist the FA with processing of all financial administration for existing and new clients, record keeping and data capturing.

Position is based in Cape Town Port Side.

Salary: R18 000 – R20 000 per month.

Minimum requirements:

• Grade 12 essential
• Relevant Diploma / Tertiary qualification highly beneficial
• Minimum 3-5 years’ experience within the Insurance, Investment, Asset Management environment required
• Product knowledge – Risk Cover, RA, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aid, Employee Benefits – required
• Excel, Elite Wealth, CRM knowledge and experience required

Duties and Responsibilities:

• Assist Financial Advisor with processing of all financial administration for new and existing clients
• Communication with clients – telephonic and electronic
• Compliance – FICA, FAIS, Due Diligence
• Data Capturing on CRM system – updating existing and new client info, record keeping
• Forms administration – prepopulating apps, sending to clients, managing return and capture of forms and submitting to Financial Institute
• Administration of Investments, Risk, Medical Aid and Employee Benefits
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, switches and local and offshore investments for clients
• Preparing client quotes and comparisons with various FSP’s
• Working with Paraplanner to prepare client proposals
• Preparation of reports, agendas, presentations and spreadsheets
• General admin support

If you are a South African Citizen & your CV meets the above criteria, please send your CV.