Junior Financial Services Administrator

2 weeks ago


Somerset West, Western Cape, South Africa Helderberg Personnel Full time

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors.

admin|assistant|insurance|investment|secretary

Main duties and responsibilities include:

  • Secretarial duties scheduling meetings, general office administration, correspondence with clients and service providers;
  • Filing, capturing client data, updating spreadsheets and word documents;
  • Followup all client transactions, implementation of new business etc;
  • Drawing statements from service providers and summarising client portfolio information;
  • Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
  • Assist with FAIS and FICA compliance and any other compliance requirements
  • Scan to file all new business documents in client folder.
  • General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
  • Be telephonically available for client queries, and act as initial point of contact for client queries.
  • Maintain an appropriate filing and recording system both hardcopies and electronically.
  • Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.

Requirements:

  • Grade 12 (Essential).
  • Up to 2 years' experience at a financial advisory practice is advantageous
  • Bachelor's degree or relevant qualification in business, economics, finance or a related field will be an advantage
  • Strong written and verbal language skills both Afrikaans and English essential
  • Strong computer skill essential
  • Own vehicle, transport and driver's license essential.


  • Somerset West, Western Cape, South Africa Trulogic Financial Services Full time

    About the job:Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite.To provide effective and timely administrative assistance for Financial Advisors....


  • Somerset West, Western Cape, South Africa Latitude Resource Full time

    A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...


  • Somerset West, Western Cape, South Africa Latitude Resource Full time

    A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    Financial Services Company is seeking to employ a compassionate, yet assertive junior individual to be trained as a Junior Credit Controller / Administrator. This position would suit entry level job seekers such as matriculants with an interest in business or part time students (finance or business). Hardworking Have computer knowledge able to work with...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    Financial Services Company is seeking to employ a compassionate, yet assertive junior individual to be trained as a Junior Credit Controller / Administrator. This position would suit entry level job seekers such as matriculants with an interest in business or part time students (finance or business).admin|entry level Hardworking Have computer knowledge able...


  • Somerset West, Western Cape, South Africa Finovate Full time

    Jnr Tax AdministratorOur client, a business consulting agency in Somerset West, is looking for a dynamic person to join their team as Junior Tax Administrator.Responsibilities: Complete and submit annual tax returns. Efiling maintenance SARS objections/disputes/remittances Ceasing of SA residency for nonresidence Income tax, VAT, and PAYE registrations and...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    My client, located in Somerset West, is a group of companies who specialises in the property industry in Africa. They are seeking to employ a financial administrator to join their dynamic finance team.creditors and debtors|financial administratorResponsibilities include but not limited to:Capturing and processing of financial data and supplier information...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    Established recycling company based in Somerset West has a vacancy for a Financial Administrator with good accounting knowledge to provide support to the financial departmentResponsibilities: Must have 3 years' experience in a financial position Overall administrative tasks related to the management of creditors and Debtors incl but not limited to,...


  • Somerset West, Western Cape, South Africa SGS Full time

    Company DescriptionSGS is the world's leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 97,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world.Carrying out financial accounting and administrative duties to ensure...

  • Junior Bookkeeper

    2 weeks ago


    Somerset West, Western Cape, South Africa Latitude Resource Full time

    A well-established property and investment company based in Somerset West, Helderberg is seeking to employ a Junior Bookkeeper to join their expanding business on a permanent basis.Duties: Capturing of bank statements, bond accounts, interest schedules Capturing supplier and customer invoices. General bookkeeping. Reconciliation of bank accounts, statements...

  • Junior Bookkeeper

    2 weeks ago


    Somerset West, Western Cape, South Africa Easi Staffing Solutions (ESS) Full time

    A leading Integrated Photovoltaics and Solar PV Engineering company has an exciting oppertunity available in beautiful Capetown for a Junior Bookkeeper.This is an opportunity to join the sustainable energy industry that every young professional is looking for to start your career as part of an award winning team, who is leading the way in Africa's...

  • Junior Bookkeeper

    2 weeks ago


    Somerset West, Western Cape, South Africa Latitude Resource Full time

    An established and rapidly growing Fast Food Franchise based in Somerset West is looking to employ a Junior Bookkeeper on a permanent basis.Responsibilities: Design and implementation of an inhouse accounting/financial reporting and payroll system Full Payroll responsibility Full admin function of stores daily, weekly and Monthly checks VAT 201 report and...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    My client, a well established company with an international footprint, has a vacancy for a Operations and Financial Administrator to join their dynamic team.finance|logistics|operationsDuties will include but not be limited to the following:Capturing delivery notes/invoices on SAP Queries related to stock invoices Processing of Invoices Reconciliations...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    Well established national company based in Somerset West has a vacancy for a Junior Helpdesk Coordinator with at least five years strong administration experience to join their teamhelpdesk coordinator|junior coordinatorRequirements: Minimum Grade 12 qualification At least 5 years' experience in an administrative role Strong computer skills (MS Word, MS...

  • Junior Accountant

    2 weeks ago


    Somerset West, Western Cape, South Africa Emporium Human Capital Full time

    Junior Accountant (POS24146) R to R per monthSomerset WestJob Purpose:Vital role in ensuring the accuracy of financial records. Responsible for processing daily transactions, managing accounts payable and receivable. Assist clients with invoicing and supporting month-end and year-end closing activities. Successful candidates will contribute to process...

  • Junior Accountant

    2 weeks ago


    Somerset West, Western Cape, South Africa Emporium Human Capital Full time

    Junior Accountant (POS24146) R to R per month Somerset West Job Purpose: Vital role in ensuring the accuracy of financial records. Responsible for processing daily transactions, managing accounts payable and receivable. Assist clients with invoicing and supporting month-end and year-end closing activities. Successful candidates will contribute to process...


  • Somerset West, Western Cape, South Africa Stodels Nurseries (Pty) Ltd Full time

    Multi Award Winning Nursery - Stodels is looking for a dynamic Support Services Administrator to support the Department at the Somerset West Garden Centre. The position will report directly to the Support Services ManagerRESPONSIBILITIES: Assist the SSM with all admin duties Action reports ( write offs, slow movers, mark down report etc) Staff scheduling...


  • Somerset West, Western Cape, South Africa Rohloff Group Full time

    _What is the job:_:We are looking for a Junior Internal Controller to join our team, the role is in the QSR industry and involves traveling. We are looking for a Junior Internal Controller to join our team, the role is in the QSR industry and involves extensive traveling. The role is based in Somerset-west.:_What will be expected of you?_: Obtain...

  • Receptionist/admin

    2 weeks ago


    Somerset West, Western Cape, South Africa Trulogic Financial Services Full time

    Responsibilities: Answer and direct phone calls Distribute mail Act as first point of contact for visitors Manage and maintain diaries of relevant practitioners/managementQualifications: High school diploma or relevant work experience Ability to maintain a positive attitude Excellent communication skillsSalary: R10, R12,000.00 per monthAbility to...

  • Senior Administrator

    2 weeks ago


    Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.administration|administrator|financial administrator|senior administratorMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence...