Administrative Assistant - Financial Services & Fiduciary Support
Yates Recruitment · Umhlanga, KwaZulu-Natal · CTC Package
Stop applying one at a time.
JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.
Start free — we apply for you →Key Responsibilities & Candidate Requirements
A financial services business based in Umhlanga is looking for an organised and reliable Administrative Assistant to support its Management and Fiduciary Departments.
This is a junior administrative support role suited to someone who has gained some administration experience within the financial services and fiduciary environment.
Key responsibilities
- Provide general administrative support to the Management and Fiduciary teams
- Prepare, organise and maintain client and departmental documentation
- Capture and update information accurately on internal systems
- Assist with correspondence, document preparation and record-keeping
- Follow up on outstanding information and documentation
- Maintain orderly electronic and physical filing systems
- Coordinate appointments, meetings and administrative deadlines
- Liaise professionally with clients and external service providers
- Assist with general office and ad hoc administrative duties
Candidate Requirements
- Matric
- Experience in financial services, an advisory practice, trust administration or estate planning
- Strong written and verbal communication skills
- Good organisational and time-management ability
- High attention to detail and accuracy
- Professional, discreet and comfortable handling confidential information
- A willingness to learn and take responsibility for assigned tasks
This position offers valuable career development in both financial services and fiduciary administration within a professional environment.