Administrative Assistant | Umhlanga

Job description

• The Administrative Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship.
• The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.
• The role needs excellent client relationship management and office administrative skills.

Responsibilities

• Interact, manage and provide effective client service
• Process client queries and instructions
• Administer all products
• Research product information
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries all existing business enquiries
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation detailed records
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Ensure FAIS Compliance
• Load new/existing business applications

Minimum Requirements

• Matric completed
• NQF 5 in Wealth Management or National Diploma Advantageous
• 5+ years of experience in the financial services industry
• Relevant experience within a financial planning, stockbroking and/or investment environment
• Computer literate MS Outlook, Excel, Word, CRMs
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies

• Team player
• Attention to detail
• Professional email and phone etiquette
• Ability to work independently
• Initiative
• Adaptable and fast learner
• Strong verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure
• Keen for long-term growth within the business

Closing date: 01-Sept-2026