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Administration Clerk jobs in South Africa

Financial Client Relationship Officer (Administrative Assistant)

Status Staffing

Johannesburg
On-site
ZAR 200,000 - 300,000
9 days ago
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Executive Personal Assistant

Africa Health Research Institute

Durban
On-site
ZAR 200,000 - 300,000
10 days ago

Administrative Assistant

Jessen Lifts (Pty) Ltd

Gauteng
On-site
ZAR 120,000 - 180,000
10 days ago

Executive Personal Assistant To Md Old Mutual Corporate

Old Mutual South Africa

Johannesburg
On-site
ZAR 300,000 - 420,000
10 days ago

PA / Office Assistant

Stafflink Recruitment Solutions

Pretoria
On-site
ZAR 50,000 - 200,000
10 days ago
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Administrative Assistant X5

Road Accident Fund

Durban
On-site
ZAR 200,000 - 300,000
10 days ago

National Administrative Assistant

Food and Agriculture Organization of the United Nations

Pretoria
On-site
ZAR 200,000 - 300,000
10 days ago

Admin and Office Assistant

Black Pen Recruitment

Cape Town
On-site
ZAR 50,000 - 200,000
10 days ago
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Administrative / Receptionist Clerk, George

Mirna Butler Recruitment

George
On-site
ZAR 50,000 - 200,000
10 days ago

Administrative Assistant

Sanlam

Durban
On-site
ZAR 200,000 - 300,000
10 days ago

Franchisee Admin Assistant

Pedros Flame Grilled Chicken

Durban
On-site
ZAR 250,000 - 450,000
10 days ago

Merchandise Admin Assistant

Avatar Advisory - Avatar Human Capital

Johannesburg
On-site
ZAR 50,000 - 200,000
12 days ago

Admin Assistant / Data Capturer

JoburgJobs.co.za

Centurion
On-site
ZAR 50,000 - 200,000
13 days ago

Executive Personal Assistant

Pro Tem

Roodepoort
On-site
ZAR 200,000 - 300,000
13 days ago

Virtual Admin Assistant

Ataraxis

South Africa
Remote
ZAR 150,000 - 200,000
13 days ago

Bookkeeper / Admin Assistant - 16013

Somewhere

South Africa
Remote
ZAR 50,000 - 200,000
13 days ago

12 Months - Security Access Card Administrator / Clerk Vacancy

Centrax Digital UK

Johannesburg
On-site
ZAR 200,000 - 300,000
19 days ago

Cash Office Clerk

Phakisa Holdings

Durban
On-site
ZAR 50,000 - 200,000
26 days ago

Office Manager

Lesley Snyman & Associates

Sandton
On-site
ZAR 300,000 - 400,000
8 days ago

Executive Assistant

Kearney

City of Johannesburg Metropolitan Municipality
On-site
ZAR 200,000 - 300,000
8 days ago

Executive Assistant - Wits Ezintsha

JustTheJob.co.za

Pretoria
On-site
ZAR 200,000 - 300,000
8 days ago

Executive Assistant

Talent Sam

Gqeberha
On-site
ZAR 200,000 - 300,000
8 days ago

Receptionist / Administrator (Fixed Term Contract)

Old Mutual

Durban
On-site
ZAR 50,000 - 200,000
8 days ago

Executive Assistant And Travel Coordinator

Cerba Lancet Africa

Johannesburg
On-site
ZAR 200,000 - 300,000
8 days ago

Office Manager

EQPLUS TECHNOLOGIES PTY LTD

Cape Town
On-site
ZAR 200,000 - 300,000
8 days ago

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Similar jobs:

Administration jobsOffice Administration jobsBusiness Administration jobsCreditors Clerk jobsPublic Administration jobsHr Administration jobsDebtors Clerk jobsAdministration Manager jobsFinance Clerk jobs
Financial Client Relationship Officer (Administrative Assistant)
Status Staffing
Johannesburg
On-site
ZAR 200 000 - 300 000
Full time
9 days ago

Job summary

A leading staffing agency seeks an experienced administrative professional in finance to manage private wealth clients and ensure regulatory compliance. The ideal candidate will possess a tertiary degree, a significant track record in financial services, and proficiency in Microsoft Office. Responsibilities include servicing client queries, maintaining relationships, and using CRM systems effectively. This permanent role is based in Johannesburg and requires a valid driver's license.

Qualifications

  • Matric.
  • 13 years' experience in an administrative role within the financial services industry.
  • 35 years' experience in financial services, exposure to investments and sales.
  • Valid driver's license.

Responsibilities

  • Service existing private clients allocated to the team's client book.
  • Build and maintain trusting relationships with clients.
  • Contact qualified leads and set up appointments for wealth specialists.
  • Handle client queries and requests professionally.
  • Use the company's CRM system accurately.

Skills

Computer literate, with proficiency in Microsoft Office Suite
Sound understanding of investment and fiduciary services
Ability to quickly learn and grasp the company's business model
Awareness of competitor activities and offerings

Education

Tertiary qualification (3-year degree) in finance or commerce

Tools

CRM system
Job description

A recent professional profile photo is to accompany your application

EMPLOYMENT TYPE

Permanent

SECTOR

Finance

BASIC SALARY

Market Related

START DATE

A.S.A.P / Immediate

REQUIREMENTS
  • Matric
  • Tertiary qualification (3-year degree) in finance or commerce
  • 13 years' experience in an administrative role within the financial services industry
  • 35 years' experience in financial services with exposure to investments, sales, financial planning, and estate planning
  • Computer literate, with proficiency in Microsoft Office Suite
  • Sound understanding of investment and fiduciary services
  • Valid drivers license
  • Ability to quickly learn and grasp the companys business model, products, and services
  • Awareness of competitor activities and offerings in the market
DUTIES
  • Service existing private clients allocated to the teams client book.
  • Build and maintain trusting relationships with private wealth clients, fostering confidence and goodwill.
  • Contact qualified leads, set up and close appointments for wealth specialists.
  • Attend to client queries and requests promptly and professionally.
  • Handle, maintain, and track all leads, ensuring follow-up within company timelines.
  • Maintain and reconcile daily recon templates and performance figures for the Wealth Specialist team.
  • Liaise with clients and ensure communication meets company guidelines.
  • Use the companys CRM system fully and accurately.
  • Make and confirm appointments for wealth specialists and prepare necessary documentation.
  • Check deal packs, cover schedules, and will applications for completeness and accuracy before submission.
  • Assist with outstanding requirements needed to complete deals.
  • Understand the companys products to assist clients with their queries.
  • Ensure compliance with FAIS Act, FSB regulations, and internal company compliance requirements.
  • Handle new business administration, terminations, and complaints compliantly and fairly.
HOURS
  • Monday to Friday : 08 : 00 17 : 00
  • 1
  • ...
  • 12
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  • 14
  • ...
  • 37

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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