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 (Brokers 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 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
• Drivers license and own transport essential