Administrative Assistant – Financial Services

About the role

We are seeking a highly organised Administrative Assistant to support four Financial Advisors in a leading brokerage located in Cape Town’s CBD. The role involves handling all financial administration for new and existing clients, ensuring accurate record‑keeping and compliance.

Key responsibilities

• Communicate with clients via phone and email.
• Maintain compliance with FICA, FAIS and due‑diligence requirements.
• Capture and update client data in the Elite Wealth CRM (or Spotlight).
• Prepare and manage forms for investments, risk, medical aid and employee benefits.
• Process investment instructions such as redemptions, transfers and switches.
• Generate client quotes, comparisons and assist the paraplanner with proposals.
• Produce reports, agendas, presentations and spreadsheets for internal and client meetings.
• Provide ad‑hoc administrative support as needed.

Required profile

• Matriculation required; diploma or degree desirable.
• 2‑3 years of administrative experience in insurance, investment or asset‑management environments.
• Experience working in a financial advisory firm and familiarity with CRM systems (Elite Wealth or Spotlight).
• Strong verbal and written communication skills and a professional telephonic manner.
• Excellent organisational abilities, attention to detail and the capacity to work under pressure.

Required skills

• Elite Wealth CRM (or Spotlight) proficiency.
• Microsoft Office suite – Word, Excel and PowerPoint.

What we offer

• Full‑time permanent contract.
• Dynamic team environment in a reputable brokerage.
• Opportunities for professional development within the financial services sector.