Administrative Investment Assistant

Hire Resolve; Wes-Kaap; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

13th cheque

21 days annual leave

Job summary

Hire Resolve is seeking an organised Administrative Assistant for a premier Wealth Management firm in Somerset West. This permanent, onsite role supports a Financial Planner in investment management and group scheme benefits.

The role requires 3-5 years' experience as a Broker’s Assistant or Secretary, strong financial knowledge, and proficiency in MS Office and SharePoint. Own transport and confidentiality are essential.

Qualifications

• Experience: 3-5 years as Broker’s Assistant or Secretary handling investment administration.
• Financial services knowledge including investment products and client handling.
• Proficiency with MS Office and SharePoint, accurate record keeping.

Responsibilities

• Investment Administration: prepare documentation for instructions and client accounting.
• Client Liaison: primary contact for clients and providers, resolve queries professionally.
• Compliance & Record Keeping: manage FAIS/FICA filing and ensure compliance.
• Advisory Support: prepare materials and follow-ups for Advisors.
• Office Coordination: manage calendars and meetings for the advisory team.

Skills

Organizational skills

Attention to detail

Independent working

Strong communication

Education

Tertiary qualification or industry certification

Tools

MS Office Suite

SharePoint

Job description

Administrative Assistant | Somerset West

Hire Resolve is seeking a highly organized and detail-oriented Administrative Assistant to join a premier Wealth Management firm in Somerset West. This is a permanent, onsite role providing vital support to a Financial Planner specializing in investment management and group scheme benefits.

Key Responsibilities:

• Investment Administration: Collate and prepare all documentation for investment instructions, payments, and client accounting. Capture and track instructions on internal systems to completion.

• Client Liaison: Act as a primary point of contact for clients, beneficiaries, and third-party providers. Attend to and resolve queries with a high level of professionalism.

• Compliance & Record Keeping: Manage electronic and hard copy filing in strict accordance with FAIS and FICA regulations. Ensure all investment and payment instructions are fully compliant.

• Advisory Support: Prepare meeting materials, reports, and follow-up correspondence for Financial and Investment Advisors.

• Office Coordination: Manage calendars, schedule meetings, and ensure the smooth day-to-day administrative operation of the advisory team.

Exact Requirements for Applicants:

• Experience: 3-5 years of experience as a Broker’s Assistant or Secretary, specifically handling investment administration and follow-ups.

• Industry Knowledge: High level of financial industry knowledge, including a strong understanding of investment products (Unit Trusts, TFSA, Offshore Wrappers, ETFs).

• Technical Skills: Intermediate proficiency in MS Office (Excel, Word, PowerPoint, Outlook) and SharePoint.

• Typing Speed: Minimum typing speed of 50+ wpm.

• Education: A relevant tertiary qualification or industry-specific certification will be highly advantageous.

• Transport: Must have own reliable transport.

• Attributes: Exceptional organizational skills, the ability to work independently under pressure, and the discretion to handle sensitive high-net-worth client information.

Position Details:

• Location: Somerset West, Western Cape (100% In-Office).

• Remuneration:Base salary with 13th cheque structure.

• Leave: 21 days annual leave
  

Ready to support excellence in wealth management?