Administrative Assistant needed at Hire Resolve

Job Description

• A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and follow-ups. The ideal candidate will have 3–5 years of relevant experience, ideally as a broker’s assistant or secretary, and possess excellent client service and organizational skills. If you have a high level of financial industry knowledge and strong attention to detail, we encourage you to apply!

Responsibilities:

• Provide support to the Financial Planner, specializing in investment management and group scheme benefits.
• Offer excellent client services through effective communication (verbal, written, and in-person interactions).
• Deliver client-centric administrative support to the Financial / Investment Advisors within the team.
• Handle follow-up correspondence with clients, beneficiaries, and third-party providers.
• Collate all necessary documentation related to the administration of investment instructions, payments, and client accounting.
• Prepare and capture documentation on internal systems.
• Be accountable for electronic and hard copy filing related to investment administration and advisory record keeping.
• Ensure that all investment and payment instructions are compliant.
• Liaise with clients: attending to and resolving all queries directly with them, building relationships, and understanding their service requirements.
• Maintain the Client Management System.
• Collate all client monthly and quarterly reporting.
• Provide general secretarial support, including typing and filing of client correspondence.
• Prepare, collate, and distribute quarter end statements.

Requirements:

• Requires a minimum of 3–5 years of relevant experience.
• Experience as a broker’s assistant or broker’s secretarial background dealing with investment administration instructions and follow-ups.
• Knowledge of specific widely-used investment administration systems will be advantageous.
• A Matric certificate (or equivalent) is required.
• An Administrative Diploma is required.
• A high level of financial industry knowledge is required.
• Understanding of investment products (e.g., UTs, TFSAs, offshore wrappers, mutual funds, ETFs) is required.
• Intermediate computer literacy is essential, including proficiency in the MS Office suite (Excel, Word, PowerPoint, Outlook) and SharePoint.
• A typing speed of 50+ words per minute (wpm).
• Proficiency in document preparation and filing systems is required.
• Calendar management and meeting coordination skills are necessary.
• Own transport is essential.