Administrative Assistant
6 days ago
Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients.
**Responsibilities**:
- Processing of New Business and existing business (Investments, Risk Business, Medical Aid, Trusts, Estates)
- Monitoring all activities relating to client reviews, requests and new business
- Client Liaison
- Managing Broker’s Diary
- Processing of Adviser/Planner and Client Requests
- Assistance with Administration of Deceased Estates
- Scanning and Filing electronically
- Plan and schedule work
**Requirements**:
- Matric / Grade 12 (Essential)
- Industry related qualification (E.g., Certificate in Financial Planning)
- RE Exams (Advantageous)
- Self-Management (Able to work independently)
- Results Driven
- Attention to Detail
- Computer Literate
- Problem Solving
- Client and Service centered - Patience with elderly people
- Punctual, Professional communication skills (Written, Verbal)
- Productive and Efficient
- Adaptability
- Bilingual (**Afrikaans** and English)
- Own Transport
- 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)
- Legislation Compliance awareness (FICA / FAIS / FATCA / POPIA / TCF etc.)
-
Administrative Assistant
7 days ago
Somerset West, South Africa Helderberg Personnel Full timeWell established company based in Somerset West has an immediate vacancy for an administrative assistant to join their company as soon as possible. administrative assistant Duties will include but not limited to: - Answering of busy switchboard - Answering of queries and resolving of problems - Ordering of stationery - Petty Cash - Assisting Agents and...
-
Administrative Assistant
6 days ago
Somerset West, South Africa DSL Telecom Full timeDescription: Job brief: We are looking for a responsible Administrative Assistant to perform a variety of administrative, accounts and accounting tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities. Ultimately, a...
-
Administrative Assistant
4 days ago
Somerset West, South Africa Frank Consult Full time???? **Exciting Opportunity: Administrative Assistant - Join a Leading Commodity Trading Company in Somerset West!** ???? Are you ready to become an essential part of a well-established and highly successful corporate commodity trading enterprise, specializing in international physical deliveries? Our client is seeking a dedicated and organized...
-
Administrative Assistant
4 days ago
Somerset West, South Africa Helderberg Personnel Full timeaccounts|administration **Responsibilities include but not limited to**: You will be required to work closely with the financial account to ensure the following: - Assist with the bookkeeping/ cash flows etc. - Assist the financial account with financial reports required for reporting purposes - liaising with auditors and provision of information to...
-
Sales Administration Assistant
5 days ago
Somerset West, South Africa Helderberg Personnel Full timeNational wholesaler based in Somerset West, has a vacancy for an outgoing, enthusiastic, motivated Sales Administration Assistant to join their team to commence duties asap. - administrative assistant|administrator|sales administrator **Requirements**: - Minimum Grade 12 qualification - A relevant post matric certificate or diploma will be advantageous. -...
-
Administrative Assistant
5 days ago
Somerset West, South Africa Helderberg Personnel Full timeMy client, based in Somerset West, is an established concern within the financial services industry. They are seeking to employ an Administrative Assistant (Healthcare) who will report directly to one of the company members. admin assistant|financial services **Main purpose of the role**: The focus of the role is to provide quality service and maximize...
-
Administrative Assistant
6 days ago
Somerset West, South Africa Cancercare SA Full timeTo improve workflow by assisting with basic clerical tasks and building capacity in reception the unit **Interpersonal factor** As a professional all services delivered needs to be in line with the Cancercare Values, of CARE. Each task needs to be consistently executed whilst at all times displaying a positive influence on all stakeholders and within the...
-
Administrative Assistant
2 days ago
Somerset West, Western Cape, South Africa Latitude Resource Full timeWe are seeking a highly motivated and organized individual to join our team as a Financial Administrator.The successful candidate will be responsible for capturing financial transactions, preparing reports, and attending to administration. They will work closely with the Director to ensure that financial operations are efficient, accurate and aligned with...
-
Receptionist & Administrative Assistant
2 weeks ago
Somerset West, South Africa Ecocert India Full timeSomerset West, South Africa- Audit- Permanent- Any sector**Job description**: - Issuing of audit assignments - Continuous report deadline follow-ups - Support and contact point for auditors - Administrative assistance to the Analysis Officer - Transfer of incoming calls - General project/office assistance to other managers **Profile**: **REQUIRED...
-
Administrative Trader Assistant
2 weeks ago
Somerset West, South Africa Frank Consult Full timeOur client, a well-established, trusted and highly successful corporate commodity trading company, specializing in physical deliveries on an international basis, has an exciting permanent ADMINISTRATIVE TRADER ASSISTANT position available. **Key Responsibilities**: - Coordinate invoicing and inventory control for all assigned loads. - Maintain contact with...
-
Administrative Trader Assistant
4 days ago
Somerset West, South Africa Frank Consult Full timeOur client, a well-established, trusted and highly successful corporate commodity trading company, specializing in physical deliveries on an international basis, has an exciting permanent **ADMINISTRATIVE TRADER ASSISTANT** position available in **Somerset West**. **Key Responsibilities**: - Coordinate invoicing and inventory control for all assigned...
-
Somerset West, Western Cape, South Africa Harewood Projects Full timeJob DescriptionHarewood Projects is seeking a highly skilled bookkeeper and office administrator to join our team. As a shared role between our company and a separate bookkeeping company, you will work on two different locations.Your primary responsibilities will include managing and maintaining accurate financial records up to Trial Balance, processing...
-
Export Sales
13 hours ago
Somerset West, South Africa Helderberg Personnel Full timeexport sales|exports|fruit industry|graduate|logistics **Skills & Requirements**: - Bachelor’s degree in Logistics or Commerce would be preferential - Experience in an export environment is advantageous - Computer Literate (MS Office) - Excellent verbal and written communication skills - Fully Bilingual in Afrikaans and English - Sound administrative and...
-
Senior Administrator Assistant
4 days ago
Somerset West, Western Cape, South Africa Helderberg Personnel Full timeAbout the RoleWe are seeking an experienced Senior Administrator to join our esteemed client, an elite financial services and investment concern located in Somerset West. The ideal candidate will be responsible for providing top-notch administrative support to the Financial Advisors team.
-
Administrative Assistant Helderberg
4 days ago
Somerset West, Western Cape, South Africa Helderberg Personnel Full timeJob Role:Job TitleSenior Administrator Somerset WestKey DutiesProvide administrative support to the financial advisor.Manage client data and update records.Prepare meeting documentation and application forms.Process new business and follow-up on client transactions.Essential RequirementsGrade 12 qualification (Essential).At least 5 years of experience at a...
-
Sales Administrator
2 weeks ago
Somerset West, South Africa Amdec Group Full timeSitari Country Estate is an award-winning property development in the Western Cape and offers an iconic selection of prestige, premium and luxury apartments, village and country homes, country plots, as well as planned retirement properties, 24/7 protection, complete with an exclusive Curro School and lifestyle village mall. The **Sitari Property Sales**...
-
Office Administrator
5 days ago
Somerset West, South Africa Helderberg Personnel Full timeEstablished recycling company based in Somerset West is seeking to employ an Office Administrator / Personal Assistant to offer support to their dynamic team **Responsibilities**: - To provide administrative support where needed - Personal Assistant to the Director - Ensuring that the office refreshments needs are met - Monitoring and ordering of...
-
Financial Administrator
3 days ago
Somerset West, South Africa F & G Sourcing Specialist Full timeOur client, a well-established Insurance Software Technology company, is currently seeking a **Financial Administrator** to join their team in **Somerset West, Cape Town.** **MINUMUM REQUIREMENTS**: - Relevant financial qualification and experience - Software - VIP Payroll, Pastel Evolution and Microsoft Office, with a focus on Excel - Bookkeeping up to...
-
Logistics Administrator
5 days ago
Somerset West, South Africa Helderberg Personnel Full timeadministrator|logistics administrator **Key Performance Areas**: **Administration**: - Assist customers with the collection of goods/products - Update Sales Department daily with customer order delivery status and courier collections - Keep Product Manager’s backorder status reports up to date - Arrange courier services, which includes obtaining quotes...
-
Administrative Officer
3 weeks ago
Somerset West, South Africa Western Cape Department of Health Full time**Closing Date** - 2025/03/24 **Reference Number** - WCG250217-1 **Tracking Number** - WCMD 28/2024 R1 **Job Title** - Administrative Officer: Traffic Support Services (Somerset West), Ref No. WCMD 28/2024 R1 **Department** - Western Cape Mobility Department **Salary level** - 7 **Enquiries** - Mr J Mostert at (065) 571 3198 **Job Type** -...