Financial Services Admin Assistant (Broker’s Assistant)

Position: Financial Services Admin Assistant (Broker’s Assistant)

Salary: Market related

Location: Pretoria

Job type: Permanent

Industry: Financial Services

Reference Number: MJ.AWAM.FSAA.25022025

COMPANY DESCRIPTION:

Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Financial Services Admin Assistant (Broker’s Assistant) to join their team as soon as possible.

JOB DESCRIPTION:

The person will provide administrative support to the Financial / Investment Advisors including handling follow-up correspondence with clients, third-party providers, and product houses. The person will need to liaise with internal departments/product houses to ensure that investment instructions are timeously and accurately actioned.

MAIN DUTIES & RESPONSIBILITIES:

• Collating all necessary documents in relation to the administration of investment instructions, preparation, and capturing of same on internal systems.
• Handling electronic and hard copy filing relating to investment administration and advisory record keeping as stipulated by FAIS and FICA and ensuring that all investment instructions are compliant.
• Client liaison: Attending to and resolving all queries directly with clients.
• Liaising with internal/external investment admin and support departments.
• Maintaining the Client Management system and data capture of investments and instructions.
• Collating all clients' monthly and quarterly reporting.
• Providing general admin support: typing, filing, scanning, etc. of client correspondence.

EDUCATIONAL REQUIREMENTS:

• Matric
• Degree or Diploma in Business/Economics/Finance will be beneficial.

EXPERIENCE AND SKILLS REQUIRED:

• 3 – 5 Years’ experience in a similar position with a proven track record.
• Investment/life/medical knowledge will be beneficial.
• Computer literate: MS Office and Excel Intermediate level.
• Ability to work independently, attention to detail and excellent organisational skills, including problem-solving and initiative.
• Fully bilingual in English and Afrikaans.
• Strong time management and prioritization skills.
• Ability to work independently or as part of a team and under general supervision of the Admin Manager.
• Driver’s license and own transport essential.