Temp Administrative Assistant

Hr Options; Cape Town; On-site; ZAR 134,000 - 223,000; Full time

Job summary

Hr Options in Cape Town is seeking an Administrative Assistant to join our finance services team. The role focuses on efficient client communication, document handling, and database maintenance in a fast-paced environment.

Ideal candidates will have Matric, 2–5 years of administration experience, and a Diploma in Administration is advantageous. Fluency in English is essential; Afrikaans understanding is a plus.

Qualifications

• Matric (Grade 12) is required.
• 2-5 years' experience in the administrative environment.
• Diploma in Administration is advantageous.

Responsibilities

• Proactively manage client and advisor communication and queries.
• Process client and advisor requests.
• Interact with clients, staff, and other stakeholders.
• Ensure effective delivery of communication and administrative requirements.
• Load new clients in the CRM systems (Wealth Connect & Opus).
• Collect mandate and documentation.
• Follow up on queries and incomplete documentation.

Skills

Administrative experience

CRM handling

MS Office proficiency

Education

Matric (Grade 12)

Diploma in Administration

Tools

Wealth Connect

Opus

CRM systems

Microsoft Word & Excel

Job description

A leading company in Financial Services is looking for a Administratoin Assistant to join their team.

Your:

Formal Education

• Matric (Grade 12)
• 2-5 years' experience in the administrative environment
• Diploma in Administration (advantageous)

Experience:

• Experience in a financial services or investment-related administrative environment.

Language Requirements:

• Fluent in English (written and verbal)
• Functional understanding of Afrikaans (optional)

Duties:

People

• Proactively manage client and advisor communication and queries.
• Process client and advisor requests.
• Interact with clients, staff, and other stakeholders.
• Regular interaction with clients, fellow employees, business management and LISPs to ensure the effective delivery of communication and administrative requirements.

Procedures

• Load new clients in the CRM systems (Wealth Connect & Opus).
• Collect mandate and documentation.
• Follow up on queries, outstanding information and incomplete documentation.
• Client service-related duties.
• Scan and digitise original documents to ensure all client records are accurately captured, securely stored, and easily accessible in electronic format.
• Assist teammates with administration issues.
• Update and maintain the database.
• Identify inactive investments.
• Monitor client folders on the CRM system.
• Perform general duties to include, but not limited to, copying, mailing, and filing of organizational documents and records.
• Open, sort and distribute incoming correspondence and email.
• Answer all incoming calls promptly and politely; assess caller's requirements; transfer calls; take messages; deliver messages to the relevant staff member timeously.
• Linking of Advisors.
• Prepare quotations on a platform.
• Assist advisors with mandates and general administration.

Processes

• Follow internal procedures as per the administrative procedure guideline.
• All administrative duties must be executed within turnaround times.
• Ensure that the principles of FAIS and FICA are applied.

Technology

• Use the CRM systems.
• Use the platform portals
• Full working knowledge of Microsoft Office, including Word and Excel.

TEMP ADMINISTRATIVE ASSISTANT • Cape Town, City of Cape Town, South Africa