Administrative Assistant – Leading Brokerage

About The Organisation And The Role

A leading brokerage in central Cape Town, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. They are looking for an organised and efficient administrative assistant who has had some exposure to the insurance industry, to assist 4 Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data-capturing.

Full-time, Permanent, Work

Cape Town, CBD

• Communicating with clients telephonically and electronically.
• Compliance – FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture –on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks).
• Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) – for investments, risk, medical aid and Employee Benefits.
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, ad hocs and switches for local and offshore investments for clients.
• Preparing client quotes and comparisons with the various Financial Service Providers.
• Working with the Paraplanner to prepare client proposals.
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients.
• Ad hoc admin support as and when required.

The ideal applicant will have the following competencies:

• Work experience and industry exposure
• Matric is essential, a diploma or undergraduate degree is desirable.
• A minimum 2-3 years’ previous administrative experience within an insurance, investment or asset management environment and experience with a CRM system preferably Spotlight or Elite Wealth.
• Experience at a financial advisory company is essential.
• Strong Communication and Interpersonal skills
• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers/institutions effectively and respond to queries and deal with complaints in a calm and rational manner.
• Good telephonic manner.
• Excellent Administration and Organisational Skills
• A highly organised and efficient individual who can multitask and work well under pressure to meet tight deadlines
• Systems oriented with good attention to detail and the ability to follow policies and procedures.
• A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.
• Ability to analyse and understand insurance policies with a knowledge of industry’s professional terminology.
• Basic related product knowledge including Life cover, Disability, Retirement Annuities, Endowments, Preservation Funds, Pension and Provident Funds, Living Annuities and Medical Aids is advantageous
• Strong working knowledge of Microsoft Office (Word, Excel and Outlook) is essential, experience with Spotlight / Elite Wealth is a distinct advantage.
• A highly honest and ethical individual who is confidential and discreet.
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.

If you have not been contacted within 2 weeks of submitting your application, kindly consider your application to have been unsuccessful

• Job Category Admin, Office & Support, Finance, Insurance
• Salary range:
  Market Related (commensurate with work experience and qualifications)
• Nature of contract:
  Permanent
• Hours of work: 08h00 – 16h30 or 08h30 – 17h00 (Monday – Friday)
• Location:
  
  Cape Town, CBD
• Reporting to:
  Office Manager
• Closing date for applications: 31 July 2026
• Benefits: 18 days leave, Group Risk Life Cover and Income Protection, Group RA.