Senior Administrative Support Officer - Financial Services

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

Our client, a leading firm in the financial services sector, is seeking a highly organized and diligent Senior Administrative Support Officer to join their remote team. This role is crucial for providing essential administrative and operational support to key personnel and departments within the organization. The ideal candidate will possess a strong understanding of administrative processes, exceptional communication skills, and the ability to manage multiple priorities effectively in a remote setting. This position offers a unique opportunity to work with a reputable company while enjoying the flexibility of a fully remote role, supporting operations based in Bloemfontein, Free State, ZA.

Key Responsibilities

• Provide comprehensive administrative and operational support to financial advisors and management.
• Manage and organize client documentation and financial records with utmost confidentiality and accuracy.
• Assist with the preparation of client reports, presentations, and correspondence.
• Coordinate client meetings and appointments, managing schedules and follow-ups.
• Process financial transactions and client requests accurately and efficiently.
• Maintain and update client relationship management (CRM) systems.
• Screen and direct incoming communications, ensuring timely responses.
• Support the onboarding process for new clients and team members.
• Liaise with external stakeholders, including clients and regulatory bodies.
• Assist with office administration tasks as needed within the remote framework.
• Conduct research and gather information to support client needs and business development.

Requirements

• Proven experience as an Administrative Support Officer, preferably within the financial services industry.
• Strong understanding of financial products and services is highly advantageous.
• Excellent organizational and time-management skills, with a meticulous attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
• Exceptional written and verbal communication skills.
• Ability to handle sensitive and confidential information with discretion.
• Proactive problem-solving abilities and a self-motivated work ethic.
• Experience working in a fully remote environment is essential.
• Dedicated home office setup with reliable internet connectivity.
• Must be able to work effectively within the Bloemfontein, Free State, ZA operational framework.

Benefits

• Competitive annual salary and potential performance bonuses.
• Fully remote work arrangement with flexible hours.
• Comprehensive training and professional development opportunities.
• Health insurance and wellness programs.
• Contribution to a retirement annuity.
• Generous annual leave allowance.
• Supportive and collaborative remote team environment.
• Opportunities for career advancement within the financial services sector.
• Company-provided laptop and software.
• Regular virtual team-building events.