Broker Administration Assistant

Globevest Group; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial planning and investment business in Pretoria is seeking a Broker Administration Assistant. This role involves providing administrative support to financial advisors, managing client correspondence, and ensuring compliance with investment regulations. Candidates should have a Matric qualification, relevant experience, and proficiency in MS Office and Afrikaans/English.

Qualifications

• Matric certificate essential.
• 3-5 years experience in a similar position.
• Relevant tertiary qualification in Business/Economics/Finance is an advantage.

Responsibilities

• Provide administrative support to Financial/Investment Advisors.
• Liaise with clients and third-party providers.
• Maintain the Client Management system and ensure compliance with regulations.

Skills

Computer literacy

Attention to detail

Organization skills

Problem-solving

Time management

Bilingual in English and Afrikaans

Education

Matric

Relevant tertiary qualification in Business / Economics / Finance

Tools

MS Office

Excel

Job description

Position: Broker Administration Assistant

Salary: Market related

Location: Pretoria

Job type: Permanent

Industry: Financial Services

Reference Number: MJ.BAA.AWM.20082025

COMPANY DESCRIPTION:

Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Broker Administration Assistant to join their team as soon as possible.

JOB DESCRIPTION:

The person will provide administrative support to the Financial / Investment Advisors including, handling follow up correspondence with clients, third party providers and product houses. The person will need to liaise with internal departments / product houses to ensure that investment instructions are timeously and accurately actioned.

MAIN DUTIES & RESPONSIBILITIES:

• Collating all necessary documents in relation to administration of investment instructions, preparation and capturing of same on internal systems
• Handling electronic and hard copy filing relating to investment administration and advisory record keeping as stipulated by FAIS and FICA and ensuring that all investment instructions are compliant
• Client liaison: Attending to ad resolving all queries directly with clients
• Liaising with internal / external investment admin and support departments
• Maintaining the Client Management system and data capture of investments and instructions
• Collating all clients monthly and quarterly reporting
• Providing general admin support: typing, filing, scanning, etc. of client correspondence

EDUCATIONAL REQUIREMENTS:

• Matric
• Relevant tertiary qualification in Business / Economics / Finance will be an added advantage

EXPERIENCE AND SKILLS REQUIRED:

• 3 – 5 Years’ experience in a similar position with proven track record
• Investment / life / medical knowledge will be beneficial
• Computer literate: MS Office and Excel Intermediate level
• Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative
• Fully bilingual in English and Afrikaans
• Strong time management and prioritization skills
• Ability to work independently or as part of a team and under general supervision of the Admin Manager
• Driver’s license and own transport essential

TO APPLY FOR THE POSITION, PLEASE FOLLOW THE LINK BELOW:

https://www.careers-page.com/the-globevest-group-2/job/7XY4W7R3

POPIA

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We endeavour to reply to each and every application, however, should you not hear back from us within 14 days please consider your application unsuccessful.