Administrator

Mirna Butler Recruitment; Bloemfontein; On-site; ZAR 167,000 - 195,000; Full time

Job summary

This senior administrative role supports a team of financial advisors in a leading financial services organization, focusing on client service and operational efficiency. You will handle direct admin duties, records, meetings, and CRM updates to ensure smooth daily operations.

The ideal candidate has 5+ years in financial services admin, strong Microsoft Office skills, confidentiality, and basic knowledge of programming languages such as C and R.

Qualifications

• Minimum 5 years in an administrative role within financial services.
• Proficient in Microsoft Office and admin software.
• Excellent client service with professional communication.
• Ability to handle confidential information and work well in a team.
• Basic knowledge of programming languages such as C and R is advantageous.
• Experience with CRM systems and compliance documentation is a plus.

Responsibilities

• Provide direct admin support to financial advisors and daily operations.
• Manage office administration, filing, and records.
• Handle reception, client queries, and calls.
• Maintain client records and update CRM with compliance docs.
• Prepare documents for meetings and follow up on outstanding items.
• Coordinate client appointments and meetings.
• Assist with investment and insurance applications to completion.
• Support regulatory and compliance administrative tasks.
• Liaise with clients, providers, and service teams.

Skills

Microsoft Office

Client service

Communication skills

Confidentiality

Teamwork

Tools

CRM systems

Administrative software

Job description

Embark on a rewarding career journey with a leading player in the financial services sector, where your expertise will support a committed team of financial advisors in delivering exceptional client service. This senior administrative role offers the opportunity to take on significant responsibilities within a dynamic and well-established organization focused on client excellence and operational efficiency.

What You’ll Do:

• Provide direct administrative support to financial advisors, ensuring smooth daily operations
• Manage general office administration, including correspondence, filing, and administrative records
• Handle reception duties, welcoming clients and managing incoming calls professionally
• Communicate effectively with clients, product providers, and service providers
• Follow up on client documentation and queries to maintain high service standards
• Schedule and coordinate client appointments and meetings
• Prepare documentation for client meetings and follow up on outstanding documents
• Maintain accurate client records and keep the CRM system up to date, including compliance documentation
• Prepare investment, long-term insurance, and other applications through to completion
• Support compliance and regulatory administrative tasks

Requirements:

• At least 5 years of experience in an administrative role within the financial services industry
• Strong proficiency in Microsoft Office and relevant administrative software
• Excellent client service skills with a professional communication style
• Ability to handle sensitive information with confidentialityEffective teamwork and organizational skills
• Basic knowledge of programming languages such as C and R is advantageous

Nice to Have:

• Experience working with CRM systems and compliance documentation

What We’ll Give You:

• Salary: R15,000 - R17,500 per month (Cost to Company)

Seize this opportunity to advance your career in a stable, growth-oriented environment. Join a team where your skills will make a tangible impact in the financial industry.