Senior Administrative Specialist — Financial Services

Mirna Butler Recruitment; Bloemfontein; On-site; ZAR 167,000 - 195,000; Full time

Job summary

This senior administrative role supports a team of financial advisors in a leading financial services organization, focusing on client service and operational efficiency. You will handle direct admin duties, records, meetings, and CRM updates to ensure smooth daily operations.

The ideal candidate has 5+ years in financial services admin, strong Microsoft Office skills, confidentiality, and basic knowledge of programming languages such as C and R.

Qualifications

• Minimum 5 years in an administrative role within financial services.
• Proficient in Microsoft Office and admin software.
• Excellent client service with professional communication.
• Ability to handle confidential information and work well in a team.
• Basic knowledge of programming languages such as C and R is advantageous.
• Experience with CRM systems and compliance documentation is a plus.

Responsibilities

• Provide direct admin support to financial advisors and daily operations.
• Manage office administration, filing, and records.
• Handle reception, client queries, and calls.
• Maintain client records and update CRM with compliance docs.
• Prepare documents for meetings and follow up on outstanding items.
• Coordinate client appointments and meetings.
• Assist with investment and insurance applications to completion.
• Support regulatory and compliance administrative tasks.
• Liaise with clients, providers, and service teams.

Skills

Microsoft Office

Client service

Communication skills

Confidentiality

Teamwork

Tools

CRM systems

Administrative software

Job description

This senior administrative role supports a team of financial advisors in a leading financial services organization, focusing on client service and operational efficiency. You will handle direct admin duties, records, meetings, and CRM updates to ensure smooth daily operations.

The ideal candidate has 5+ years in financial services admin, strong Microsoft Office skills, confidentiality, and basic knowledge of programming languages such as C and R.