Client Financial Services Administrator

Sandi Crowther Recruitment; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Sandi Crowther Recruitment in Durban seeks an organized administrative assistant to support advisers and the paraplanning team. You will process new business applications, prepare client documentation and meeting packs, and liaise with clients and service providers.

The role focuses on maintaining client records, managing workflow and correspondence, supporting compliance, and delivering tasks accurately within deadlines, while showcasing proactive communication and strong attention to detail.

Qualifications

• Experience in an administrative or client services role.
• Financial services experience would be advantageous but not essential.
• Proficiency in Microsoft Office and ability to learn new systems.
• Excellent organisational and time management skills.
• Strong written and verbal communication skills.
• High levels of accuracy and attention to detail.
• Ability to manage competing priorities and work under pressure.
• Positive, professional and approachable manner with strong interpersonal skills.
• Team-focused attitude and willingness to pursue industry qualifications.

Responsibilities

• Provide day-to-day support to advisers and the paraplanning team.
• Process new business applications.
• Prepare client documentation and meeting packs.
• Obtain investment valuations and liaise with clients and service providers.
• Maintain client records and manage workflow and correspondence.
• Assist with compliance requirements and ensure tasks are completed accurately and within deadlines.

Skills

Organisation & time management

Written and verbal communication

Interpersonal skills

Team player

Ability to work under pressure

Tools

Microsoft Office

Job description

Responsibilities will include providing day-to-day support to advisers and the paraplanning team, processing new business applications, preparing client documentation and meeting packs, obtaining investment valuations and liaising with clients and service providers. You will also maintain client records, manage workflow and correspondence, assist with compliance requirements and ensure tasks are completed accurately and within deadlines.

Requirements

• Previous experience in a similar administrative or client services role
• Financial services experience would be advantageous but is not essential
• Proficiency in Microsoft Office and the ability to adapt to new systems
• Excellent organisational and time management skills
• Strong written and verbal communication skills
• High levels of accuracy and attention to detail
• Ability to manage competing priorities and work well under pressure
• A positive, professional and approachable manner, with strong interpersonal skills
• A team-focused attitude and willingness to work towards relevant industry qualifications