Financial Admin Assistant for Advisors | Cape Town CBD

Staffwise; Cape Town; On-site; ZAR 180,000 - 260,000; Full time

Benefits offered by this job

18 days leave

Group Risk Life Cover

Income Protection

Group RA

Job summary

Staffwise seeks an organized administrative assistant to support 4 Financial Advisors in a Cape Town brokerage. You will handle client communications, data capture on Elite Wealth, and forms administration for investments, risk, medical aid and employee benefits.

You will prepare client proposals with the Paraplanner, compile reports and spreadsheets for internal meetings, and provide ad hoc admin support. The role is full-time in Cape Town CBD with 18 days leave and group life cover.

Qualifications

• Matric is essential; a diploma or undergraduate degree is desirable.
• Minimum 2-3 years’ administrative experience in insurance/investment environments.
• Experience with a CRM system (preferably Spotlight or Elite Wealth).
• Experience at a financial advisory company is essential.
• Strong verbal and written communication skills with clients and providers.

Responsibilities

• Communicate with clients telephonically and electronically.
• Data capture on CRM system (Elite Wealth) and record keeping.
• Forms administration for investments, risk, medical aid and Employee Benefits.
• Processing instructions for redemptions, transfers, ad hoc requests and switches.
• Prepare client quotes and comparisons; assist with proposals.
• Prepare reports, agendas, presentations and spreadsheets for meetings.

Skills

Client communication

Data capture

MS Office

CRM systems

Organisational skills

Communication skills

Education

Matric

Diploma/undergrad desirable

Tools

Elite Wealth

Spotlight

Excel

Word/Outlook

Job description

Staffwise seeks an organized administrative assistant to support 4 Financial Advisors in a Cape Town brokerage. You will handle client communications, data capture on Elite Wealth, and forms administration for investments, risk, medical aid and employee benefits.

You will prepare client proposals with the Paraplanner, compile reports and spreadsheets for internal meetings, and provide ad hoc admin support. The role is full-time in Cape Town CBD with 18 days leave and group life cover.