Administrative Assistant

Reference: 10900 CDS

Consultant: Carina de Swardt

• Manage and execute day-to-day financial and administrative tasks
• Handle a high volume of administrative work accurately and efficiently
• Work across multiple systems, including CRM platforms, during system transitions
• Prepare, process and manage financial documentation and records
• Support the team during peak periods and assist in meeting critical deadlines
• Liaise with clients and occasionally attend or support client meetings
• Ensure accuracy and attention to detail when working with financial data
• Maintain organised, up-to-date electronic and manual records
• Adapt to changing processes and contribute to continuous improvement

• Strong administrative skills with excellent multitasking ability
• RE 5 qualification advantageous but not required
• Able to work well under pressure and meet deadlines
• High level of accuracy, particularly when working with numbers
• Strong computer literacy (Outlook, Teams, Word, Excel)
• Comfortable working on multiple systems simultaneously
• Own reliable transport and a valid driver’s licence (essential)
• Experience in financial services administration advantageous
• Exposure to estates, trusts, investments, life policies and medical aid administration advantageous

• Email your comprehensive CV to
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.