Administrative Assistant

Location: Johannesburg, South Africa

Department: Operations

Start Date: As soon as possible.

Closing date: Friday, 12 April 2024

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Core Functions

This specialised administrative role plays a supporting role in assisting financial advisors by providing quality administrative support and operational efficiency. This role involves collaborating with the Operations Team based in the Cape Town office. 

Details of Functions

  • Support with Information gathering from local providers when needed 
  • Liaise with Private Wealth Managers to obtain outstanding requirements (if needed) 
  • Prime (an internal CRM tool) business champion – supporting projects, ad hoc tasks, and checking (including but not limited to servicing)  
  • Tracking submitted business outstandings and requirements for the Onshore/Offshore business 
  • Assist CRM (Client Relationship managers) with certification and required documentation. 
  • Attend to submission of debriefs and attend to client inquiries. 
  • Preparing Offshore Due Diligence documents in line with FICA requirements when Offshore providers need their file records updated. 
  • Liaise with local and overseas offices and product providers on administrative related matters 
  • Arrange with Reception/Front of House to assist when client FICA documents are to be couriered Internationally. 
  • Administering spreadsheets that contain live movements on case preparation and inquiries if applicable 
  • Support with the registration of foreign exchange provider application  
  • Attend meetings held by Managers and Service Providers upon request  
  • Maintain the highest levels of administration and complete client documents in the parameters of the compliance department. 
  • General administrative duties as required 
  • Attend to Line Managers’ priority tasks while supporting the rest of the team 

Qualifications, Experience and Skills

Essential Qualification: Senior Certificate, Relevant Diploma/Degree, or an equivalent qualification. Business Administration Certificate or related qualification.

Total number of years’ experience: 3 years’ experience in administrative work in Financial Services. 

Personal Attributes

  • Excellent problem–solving abilities 
  • Good communication skills across a range of levels in the business 
  • Ability to work independently. 
  • Attention to detail and a high degree of data literacy 
  • Good time management and the ability to meet deadlines