Administrator - Financial Services

About the role

Our client, a well‑established financial services practice, is seeking a professional, organised Administrator to support financial advisors and ensure smooth office operations. The role is based in Somerset West and offers the chance to develop a career within the finance sector.

Key responsibilities

• Perform general office administration and maintain accurate client records.
• Liaise with clients via telephone and email in a professional manner.
• Manage diaries, schedule appointments and assist with new business administration.
• Prepare, process and follow up on documentation, including outstanding items.
• Maintain electronic filing systems and capture client information.
• Provide timely administrative support to financial advisors, ensuring deadlines are met.

Required profile

• Matric certificate (essential); tertiary qualification advantageous.
• 2–5 years of administration experience, preferably in financial services.
• Fluent in Afrikaans and English, both spoken and written.
• Valid driver’s licence and reliable transport.
• Highly organised, detail‑oriented and able to work independently or as part of a team.

Required skills

• Strong computer literacy with Microsoft Office.

What we offer

• Opportunity to grow within the financial services industry.
• Supportive team environment and professional offices in Somerset West.
• Stable, long‑term career prospects.