Administrative Assistant Jobs

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  • Full Time
  • Durban, South Africa

Hire Resolve

Hire Resolve connects job seekers with employers. We are a specialist recruitment and staffing company with a national presence. Our customers include listed companies on the JSE and global multinationals. We take pride in our technical and industry knowledge. Our consultants are well-networked in their communities.

Administrative Assistant

  • Job Type Full Time
  • Qualification Matric, National Certificate
  • Experience 3 – 5 years
  • Location Western Cape
  • Job Field Administration / Secretarial

Job Description

A wealth management and financial services firm is looking for a detail-oriented and client-focused Administrative Assistant. You will support a Financial Planner with investment management and group scheme benefits. The role includes providing excellent client service through clear communication and efficient administrative support. This involves investment administration, client follow-ups, document preparation, and compliance.

Responsibilities

Investment Administration

  • Collect all documents for investment instructions, payments, and client accounts.
  • Enter investment and payment details into internal systems.
  • Make sure everything follows FAIS and FICA rules.
  • Organize electronic and paper files for investment administration and advisory records.

Client Service & Communication

  • Be the first point of contact for client questions.
  • Build and keep strong relationships with clients.
  • Follow up with clients, beneficiaries, and third-party providers.
  • Help prepare and send out quarterly and monthly client reports.

General Administration & Support

  • Keep the Client Management System up to date.
  • Provide secretarial help, including typing and correspondence.
  • Prepare, gather, and distribute quarter-end statements.
  • Assist with general office tasks and workflow coordination.

Requirements

  • Matric (required).
  • Administrative Diploma (required).
  • 3-5 years of relevant administrative experience in financial services.
  • Experience with investment administration is essential.
  • Knowledge of Allan Gray, Glacier, and Ninety One platforms is an advantage.
  • Good understanding of the financial services sector.
  • Own reliable transport.
  • Intermediate computer skills: MS Office (Excel, Word, PowerPoint, Outlook), SharePoint.
  • Typing speed of 50+ words per minute.

Method of Application

Interested and qualified candidates should apply directly to Hire Resolve.

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