Insurance Broker Assistant / Personal Assistant

Orchard Wealth Management; Johannesburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a forward-thinking firm as a Broker Assistant, where you will support a principal financial adviser in managing client relationships and ensuring regulatory compliance. Your role will involve a variety of administrative tasks, from scheduling meetings to maintaining client records, all while working in a collaborative and professional environment. This position offers the chance to grow within an established firm and gain exposure to a diverse range of financial services. If you are detail-oriented, tech-savvy, and ready to make a significant impact, this opportunity is perfect for you.

Benefits

Annual Performance-Based Bonuses

Collaborative Work Environment

Growth and Development Opportunities

Qualifications

• Experience in a similar role within a financial advisory or wealth management firm.
• High levels of professionalism and discretion when handling confidential information.

Responsibilities

• Handle client correspondence and manage meeting schedules.
• Maintain client records and assist with audit readiness.
• Compile and manage regular client updates.

Skills

Organisational Skills

Communication Skills

Attention to Detail

Tech-Savvy

Education

Experience in Financial Services

RE5 Certification

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM Systems

Portfolio Management Systems

Job description

About the Role
As a Broker Assistant, you will play a vital role in ensuring the smooth operation of our brokerage. You will work closely with the principal financial adviser to manage daily administrative tasks, streamline client communications, and ensure regulatory compliance is met across all touchpoints.

Key Responsibilities
• Client Support: Handle client correspondence, manage meeting schedules, and ensure timely follow-ups
• Document Management: Maintain client records, prepare documentation for compliance, and assist with audit readiness
• Meeting Coordination: Schedule appointments, prepare meeting materials, and manage confirmations
• Calendar Management: Optimise the adviser’s calendar for meetings, internal reviews, and client engagements
• Client Reporting: Compile, format, and manage regular client updates and general client servicing
• Administrative Tasks: Deal with various product providers, application capturing and submissions, assist with general office support

What We’re Looking For
• Impeccable organisational skills with a strong attention to detail
• Confident communicator with high emotional intelligence
• Tech-savvy and proficient in Microsoft Word, Excel, and Outlook
• Comfortable working independently and handling competing priorities
• High levels of professionalism and discretion when handling confidential information

Requirements
• Experience in a similar role within a financial advisory, insurance, or wealth management firm
• Familiarity with financial products such as Life Cover, Short-Term Insurance, Investments, Medical Aid, and Employee Benefits
• Proficiency with CRM and industry-related systems (e.g., Elite Wealth, atWork)
• Excellent verbal and written communication skills
• Demonstrated ability to manage compliance-related tasks and documentation

Preferred Qualifications
• RE5 certification (advantage)
• Experience supporting a financial adviser or executive in the financial services sector
• Exposure to portfolio management systems and financial reporting tools

Why Join Us?
• Be part of an established and reputable firm where your role makes a real impact
• Work in a collaborative, professional environment that values growth and development
• Gain exposure to a broad range of financial services and clients

Compensation & Benefits
• Market-related salary, commensurate with experience and qualifications
• Potential for annual performance-based bonuses