Job Description :
The Administrative Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship.
The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.
The role needs excellent client relationship management and office administrative skills.
Responsibilities:
Interact, manage and provide effective client service
Process client queries and instructions
Administer all products
Research product information
Gather Policy information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Ensure FAIS Compliance
Load new/existing business applications
Minimum Requirements:
Matric completed
NQF 5 in Wealth Management or National Diploma (Advantageous)
5+ years of experience in the financial services industry
Relevant experience within a financial planning, stockbroking and/or investment environment
Computer literate (MS Outlook, Excel, Word, CRMs)
Proficient in both spoken and written English and at least one other of the official South African languages
Competencies:
Team player
Attention to detail
Professional email and phone etiquette
Ability to work independently
Initiative
Adaptable and fast learner
Strong verbal and written communication skills
Good administration, organisation, and planning skills
Able to handle admin pressure
Keen for long-term growth within the business
Closing date: 01-Sept-2026