Financial Admin Assistant

22 hours ago

Cape Town, South Africa Changing Lanes Consultancy Full time

Are you a self-starter who enjoys working independently and as part of a team? Do you enjoy working on systems and have high attention to detail? Do you have experience working within an insurance, investment or asset management environment? Our client, an authorised financial services provider in Cape Town, is looking for an organised and efficient Financial Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing. Essential Qualifications Grade 12 / Matric Advantageous: Diploma or undergraduate degree A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company) Experience in Elite Wealth or other CRM system/s Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook) An understanding of each product i.e. Risk Cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aids and Employee Benefits Key Responsibilities Communicating with clients telephonically and electronically for 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 (pre‑populating 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, adhocs and switches for local and offshore investments for clients Preparation of 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 General admin support Job Requirements 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 Highly organised and efficient individual who is able to multitask, work well under pressure and who is deadline driven Systems oriented with high attention to detail and the ability to follow policies and procedures Proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard Ability to analyze and understand insurance policies with a knowledge of the industry's professional terminology 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 #J-18808-Ljbffr

  • Financial Controller

    4 days ago

    Cape Town, South Africa CA Financial Appointments Full time

    Seeking a Financial Controller to take on a 6-month contract with a thriving and growing manufacturing entity in the Northern Suburbs of Cape Town. **Responsibilities**: - Manage process flow of purchase acquisition payment cycle and sales order cycle - Review of stock control systems to optimal stock levels - Research and analyse expense variances -...

  • ADMIN ASSISTANT II

    4 weeks ago

    Cape Town, South Africa Smollan Group Full time

    ADMIN ASSISTANT II Responsibilities Diary Management and General Administration Office Administration Sales Tracking Qualifications 1-2 years of secretarial or admin experience, preferably in retail/FMCG Maximum of 5 years of related experience Grade 12 / NQF level 4 Financial management skills Time management Planning & organising skills Communication...

  • ADMIN ASSISTANT II

    3 weeks ago

    Cape Town, South Africa Smollan Full time

    Overview Join to apply for the ADMIN ASSISTANT II role at Smollan. Responsibilities Diary Management General Administration Office Administration Sales Tracking Qualifications 1-2 years secretarial / admin experience, preferably in retail / FMCG Grade 12 / NQF level 4 Financial management skills Time management Planning & organising skills Communication...

  • Admin Assistant

    1 week ago

    Cape Town, South Africa Sable Group Full time

    **Are you energetic, ambitious and looking to develop your career? Our Cape Town Study Abroad department is looking to add an Admin Assistant to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.**: **You’re perfect for this position if you**: - Have outstanding communication skills -...

  • Admin Assistant

    2 days ago

    Cape Town, South Africa Sable Group Full time

    **Are you energetic, ambitious and looking to develop your career? Our Cape Town Study Abroad department is looking to add an Admin Assistant to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.**: **You’re perfect for this position if you**: - Have outstanding communication skills -...

  • Finance Admin Assistant

    2 weeks ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    South Africa’s #1 Property Investment Group has an exciting opportunity available for a **Finance** **Admin Assistant** to join their accounting firm in Cape Town! **To qualify for this position, you need**: - Tertiary qualification advantageous. - Financial background would be an advantage. - 1 years experience in a similar role. - Excellent...

  • Admin Assistant I

    4 days ago

    Cape Town, South Africa Smollan Full time

    At Smollan, we’re on an evolutionary journey where we’re shifting our story. We’re looking for truly unique people who believe in fostering a diverse and inclusive environment. Where our people are cared for, happy and inspired in building an extraordinary place to work. We’re on the lookout for an experienced **Admin Assistant** **in Cape Town,...

  • Admin Assistant

    2 weeks ago

    Cape Town, South Africa Smollan Full time

    Are you organized, detail-oriented, and adept at multitasking? We are seeking a reliable and proactive **Administrative Assistant** to join our team and support our daily operations. As an integral part of our team, you will play a crucial role in ensuring smooth administrative processes and contributing to our overall efficiency. **As an Admin Assistant,...

  • Admin Assistant

    1 week ago

    Cape Town, South Africa Milaw Full time

    Milaw, is looking for a driven and assertive Admin Assistant to join their dynamic and fast-paced company. We are looking for an individual who will be assisting with handling all correspondence with creditors, debt counsellors and clients. **Key duties but not limited to** - Check if client is paying. - Handle all correspondence with creditors, debt...

  • Retail/admin Assistant

    1 week ago

    Cape Town, South Africa African Praise Full time

    **PART-TIME RETAIL ASSISTANT & ADMIN SUPPORT** **PERSONAL SKILL REQUIRED FOR JOB**: - Previous Retail and Admin experience - A friendly and engaging personality - A great team player - Ability to work independently and show initiative - Ability to stay calm under pressure - Competent in Microsoft Word, Outlook, Power Point, Excel - Very good administrative...