Advisory Assistant

Dixie Recruitment; Kloof; On-site; ZAR 89,000 - 134,000; Full time

Job summary

Dixie Recruitment in Kloof, Durban, is seeking an Advisory Assistant to provide administrative and client support to a senior advisor in a professional services environment.

The role demands excellent attention to detail, strong organisational skills, and the ability to manage multiple tasks, follow up on outstanding documents, and communicate professionally with clients and colleagues. You will maintain client records, schedule meetings, and ensure smooth administrative processes.

Qualifications

• Matric plus a relevant qualification is required.
• Excellent attention to detail and high accuracy.
• Strong organisational and time-management skills.
• Good analytical and problem-solving abilities.
• Excellent verbal and written communication.
• Ability to work independently and take ownership.
• Ability to work under pressure and meet deadlines.
• Professional, client-focused approach.
• Strong interpersonal skills and teamwork.
• Strict confidentiality and honesty.

Responsibilities

• Provide administrative and operational support to the advisor.
• Communicate professionally with clients and stakeholders.
• Follow up on outstanding documentation and instructions.
• Contact clients to request documents and arrange appointments.
• Assist clients with completing and signing documentation.
• Respond to client queries promptly.
• Prepare documentation for client meetings.
• Maintain accurate client records and CRM updates.
• Complete onboarding documentation and submit various instructions.
• Request and monitor required compliance documentation.
• Track and follow up on client instructions and transactions.
• Manage review schedules, appointments and follow-ups.
• Ensure actions arising from meetings are completed within timeframes.
• Liaise with internal departments regarding fees and related administration.
• Assist with calculations, reports and client information where required.
• Maintain accurate records and ensure documentation is up to date.
• Assist with general office administration and provide support to the wider team.

Skills

Attention to detail

Organisational skills

Time management

Communication skills

Independence

Teamwork

Education

Matric + relevant qualification

Tools

Microsoft Office / O365

Excel

Teams / SharePoint

CRM systems

Job description

Location: Kloof , Durban

An established professional services business based in Kloof, Durban is looking for an Advisory Assistant to provide administrative and client support to a senior advisor.

This is a varied role for someone who is highly organised, accurate and client-focused, with strong attention to detail and the ability to manage multiple tasks, follow up on outstanding matters and work effectively to deadlines.

The successful candidate will work closely with clients and internal stakeholders, ensuring that documentation, instructions and administration are handled accurately and efficiently.

KEY RESPONSIBILITIES

• Provide administrative and operational support to the advisor.

• Communicate professionally with clients and internal and external stakeholders.

• Follow up on outstanding documentation, information and instructions.

• Contact clients to request documents and arrange appointments.

• Assist clients with completing and signing documentation.

• Respond to client queries in a professional and helpful manner.

• Prepare documentation and information for client meetings.

• Maintain accurate client records and update the CRM system.

• Complete onboarding documentation and submit various instructions.

• Request and monitor required compliance documentation.

• Track and follow up on various client instructions and transactions.

• Manage review schedules, appointments and follow-ups.

• Ensure actions arising from meetings are completed within the required timeframes.

• Liaise with internal departments regarding fees and related administration.

• Assist with calculations, reports and client information where required.

• Maintain accurate records and ensure documentation is kept up to date.

• Assist with general office administration and provide support to the wider team when required.

REQUIREMENTS

• Matric + relevant qualification

• Excellent attention to detail and a high level of accuracy.

• Strong organisational and time-management skills.

• Good analytical and problem-solving abilities.

• Excellent verbal and written communication skills.

• The ability to work independently and take ownership of tasks.

• The ability to work under pressure and meet deadlines.

• A professional, friendly and client-focused approach.

• Strong interpersonal skills and the ability to work well within a team.

• A high level of honesty, integrity and confidentiality.

Experience with the following would be advantageous:

• Microsoft Office / O365

• Excel

• Teams / SharePoint

• CRM systems

This is an excellent opportunity for someone looking to build their career within a professional, client-facing environment, while developing their technical and administrative skills. The role requires someone who takes pride in their work, follows through on commitments and enjoys being part of a supportive team.