Administrator (Financial Services)

4 weeks ago


Somerset West, 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 Business, Medical Aid, Trusts, Estates)
- Monitor all activities relating to client reviews, requests, and new business.
- General client liaison
- Assist with the administration of deceased estates, insurance claims, etc.
- Work scheduling and diary planning for the Financial Advisor.
- Electron filing
- Other relevant admin related tasks

**Qualifications**
- Matric / Grade 12 Essential
- Industry related qualifications will be beneficial
- RE Exams will be a major advantage or the willingness to pursue these qualifications

**Knowledge**
- Microsoft Office (Outlook, Excel, Word)
- General Financial Services/Insurance/Investment Industry knowledge
- Platforms systems and software of investment platforms and insurance companies, (e.g., Allan Gray, Glacier, Ninety-One, Old Mutual, Discovery, Momentum, Sanlam, etc)
- Legislation Compliance awareness (FICA / FAIS / FATCA / POPIA / TCF etc.)

**Other Competencies and skills**
- Attention to detail, results driven, work independently & problem solver.
- Client and Service centred approach to work and clients
- Excellent English and Afrikaans communication skills
- Own transport

**Salary**: Negotiable, dependent on skills and experience



  • Somerset West, 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...


  • 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, 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...


  • Somerset West, 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...


  • 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

    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|secretaryMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence with clients and...


  • Somerset West, South Africa Helderberg Personnel Full time

    **_HALF DAY _**: financial administrator|financial assistant - Tertiary qualification in Finance / Accounting will be an advantage - Computer literate (Xero and MS Excel) - Ability to work under pressure - Independent thinker - Honest and high integrity - Own vehicle and valid drivers license - Fully Bilingual (Afrikaans and English) **Duties include, but...


  • Somerset West, South Africa Helderberg Personnel Full time

    Well established national company based in Somerset West has a vacancy for a Financial Administrator with at least two years strong financial administration experience to join their team finance administrator|financial administrator|financial assistant **Requirements**: - Grade 12 with accounting will be an advantageous - Tertiary qualification in finance...


  • Somerset West, South Africa Latitude Resource Full time

    A well established and growing financial practice firm in Somerset West is looking for a Financial Administrator to join their team on a permanent basis. The firm operates within a large variety of industries, ranging from, accounting, tax administration and planning, business and transactional consulting, secretarial services, wills, estate planning 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, South Africa SGS Full time

    **Company Description** SGS 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...


  • Somerset West, 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 department **Responsibilities**: - Must have 3 years’ experience in a financial position - Overall administrative tasks related to the management of creditors and Debtors incl but not limited...


  • 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...


  • Somerset West, South Africa Merand Corbett & Associates Full time

    Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team. If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply. **Requirements**: - Grade 12 / Matric - Bachelors degree in either...

  • Sales Administrator

    3 weeks ago


    Somerset West, South Africa Helderberg Personnel Full time

    customer service|internal sales|sales administrator If you meet the following requirements you are welcome to apply: - Excellent command of the English language - The ability to liaise with clients at Managerial Level - Strong administrative skills and the ability to work in an environment where deadlines must be met - At least 2 years experience in a...


  • Somerset West, 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|operations Duties will include but not be limited to the following: - Capturing delivery notes/invoices on SAP - Queries related to stock invoices - Processing of Invoices -...

  • Admin Assistant

    4 weeks ago


    Somerset West, South Africa Adzuna ZA B C2 Full time

    Requirements:Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar roleKnowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills)Fully bilingual (Afrikaans & English)Drivers license and own reliable...


  • 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...