Remote Finance Admin Lead: Exec Support & Operations

Placements24; Bloemfontein; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Health insurance

Annual bonus

Laptop provided

Career development

Generous leave

Team events

Job summary

Placements24 is seeking a Senior Administrative Support Officer to join a fully remote team servicing Bloemfontein-based operations. The role focuses on organizing documentation, coordinating client interactions, and supporting financial advisors with confidential information.

The candidate will manage schedules, prepare reports, and assist with onboarding and stakeholder liaison, all within a flexible, remote work framework. Strong organizational and communication skills are essential.

Qualifications

• Proven experience as an Administrative Support Officer or similar role in financial services is preferred.
• Excellent organizational and time-management skills with meticulous attention to detail.
• Proficiency in Microsoft Office Suite and CRM systems, with strong written and verbal communication.

Responsibilities

• Provide administrative and operational support to financial advisors and management.
• Manage client documentation and financial records with confidentiality and accuracy.
• Prepare client reports, presentations, and correspondence.
• Coordinate client meetings and appointment schedules with follow-ups.
• Process financial transactions and client requests accurately and efficiently.
• Maintain and update CRM systems with client data.
• Screen and direct incoming communications for timely responses.
• Support onboarding of new clients and team members remotely.
• Liaise with clients and regulatory bodies as needed.
• Assist with remote office tasks and basic business development research.

Skills

Administrative support

CRM software

Microsoft Office

Communication

Remote work

Time management

Confidentiality

Tools

CRM software

Microsoft Office

Job description

Placements24 is seeking a Senior Administrative Support Officer to join a fully remote team servicing Bloemfontein-based operations. The role focuses on organizing documentation, coordinating client interactions, and supporting financial advisors with confidential information.

The candidate will manage schedules, prepare reports, and assist with onboarding and stakeholder liaison, all within a flexible, remote work framework. Strong organizational and communication skills are essential.