Financial Advisor Administrator - George

ExecutivePlacements.com - The JOB Portal; George; On-site; ZAR 200,000 - 300,000; Full time

Job summary

An accounting firm in George is looking to appoint a Financial Advisor Administrator to support its financial advisory team. This role is ideal for a detail-oriented and client-focused individual ready to grow in a professional environment. Responsibilities include client document preparation, record management, and coordinating financial advisors.

Qualifications

• Previous experience as a financial administrator required.
• Strong administrative and organizational skills.
• Ability to manage confidential information with integrity.

Responsibilities

• Providing administrative support to financial advisors.
• Preparing client documentation and onboarding paperwork.
• Managing and updating client records and financial files.

Skills

Attention to detail

Communication skills

Administrative skills

Organizational skills

Education

Grade 12 / Matric Certificate

Tertiary qualification in Finance, Business Administration, or a related field

Tools

MS Office (Word, Excel, Outlook)

Job description

Recruiter:

The Talent Room

Job Ref:

1404210845

Date posted:

Wednesday, May 28, 2025

Location:

George, South Africa

SUMMARY:

POSITION INFO:

An accounting firm in George is looking to appoint a Financial Advisor Administrator to provide essential administrative support to its financial advisory team.

This is a great opportunity for someone detail-oriented and client-focused, looking to grow within a professional and supportive environment.

Minimum Requirements:

• Grade 12 / Matric Certificate
• Previous experience as a financial administrator
• Reliable transport
• Tertiary qualification in Finance, Business Administration, or a related field (advantageous)
• Strong administrative and organizational skills
• Excellent communication skills (verbal and written)
• Proficient in MS Office (Word, Excel, Outlook)
• Ability to manage confidential information with integrity
• High attention to detail and accuracy
  
  

Key Responsibilities:

• Providing administrative support to financial advisors
• Preparing client documentation and onboarding paperwork
• Managing and updating client records and financial files
• Liaising with clients and financial institutions
• Scheduling appointments and maintaining advisor calendars
• Handling follow-ups on outstanding documents or queries
• Assisting with compliance documentation and checks
• General office and administrative duties as required