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Financial Admin Assistant Advisors | CBD

Job in Cape Town, 7561, South Africa
Listing for: Staffwise
Full Time position
Listed on 2026-08-28
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Finance Assistant
  • Finance & Banking
    Office Administrator/ Coordinator, Finance Assistant
Job Description & How to Apply Below
Position: Financial Admin Assistant for Advisors | CBD

Staffwise seeks an organized administrative assistant to support 4 Financial Advisors in a Cape Town brokerage. You will handle client communications, data capture on Elite Wealth, and forms administration for investments, risk, medical aid and employee benefits.

You will prepare client proposals with the Paraplanner, compile reports and spreadsheets for internal meetings, and provide ad hoc admin support. The role is full-time in Cape Town CBD with 18 days leave and group life cover.

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