Administrative Assistant Financial Planning/Wealth Management

The Financial Services / Wealth Management sector is looking for an Administrative Assistant to join their team.

 

BASIC INFORMATION:

Permanent

Full Time in office 4 days per week (one day per week remote)

Town: Somerset West

 

REMUNERATION:

R25 000 CTC neg

13th cheque structure

Leave: 21 days

JOB DESCRIPTION:

Support function to Financial Advisor/Para-planner, specialising in investment management.

The key purpose of the role is to provide excellent client services through effective communication (verbal, written and in-person client interactions). This is achieved by proving client centric administrative support to the Financial / Investment Advisors within the team, and includes handling of follow-up correspondence with clients, beneficiaries and third-party providers. Role is ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years’ experience in this area.

DUTIES & RESPONSIBILITIES:

• Collation of all necessary documentation relating to administration of investment instructions, payments and client accounting, preparation and capturing of same on internal systems
• Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions are compliant
• Client liaison: attending to and resolving all queries directly with clients, building relationships and understanding their service requirements
• Maintenance of Client Management System
• Collation of all client monthly and quarterly reporting
• General secretarial support: typing, filing of client correspondence
• Quarter end statements: Preparation, collation and distribution of same

 

 

EDUCATIONAL REQUIREMENTS:

Matric

Administrative Diploma

 

 

EXPERIENCE:

3-5 years experience

Knowledge of Allan Gray, Glacier and Ninety One systems is key

High level of financial industry knowledge

Own Transport

Computer literacy (intermediate): SharePoint, MS Office suite and Excel at an intermediate level; Typing speed: 50+ wpm

Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative

Ability to cope in fast moving and highly stressful environment

 

SKILLS

Technical Skills:

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint)
• Understanding of investment products (UTs, TFSA, offshore wrappers, mutual funds, ETFs)

Administrative Skills:

• Strong organizational and time management abilities
• Attention to detail and accuracy in financial data handling
• Document preparation and filing systems
• Calendar management and meeting coordination
• Client communication and relationship management

Financial Knowledge:

• Understanding of investment terminology and concepts
• Knowledge of regulatory requirements
• Familiarity with financial statements and reports
• Basic understanding of market operations and trading processes

Communication Skills:

• Professional written and verbal communication
• Ability to interact with high-net-worth clients
• Phone etiquette and client service orientation
• Presentation skills for preparing reports and materials

Personal Qualities:

• Discretion and confidentiality with sensitive financial information
• Ability to work under pressure and meet tight deadlines
• Problem-solving skills and initiative
• Flexibility to adapt to changing priorities
• Professional demeanor and appearance