TEMP ADMINISTRATIVE ASSISTANT
Competent Candidates · Cape Town · Market related
Posted 7 August 2026
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Start free — we apply for you →Duties & Responsibilities
A leading company in Financial Services is looking for a Administratoin Assistant to join their team. Your: Formal Education
- Matric (Grade 12)
- 2-5 years’ experience in the administrative environment
- Diploma in Administration (advantageous)
Experience
- Experience in a financial services or investment-related administrative environment.
Language Requirements
- Fluent in English (written and verbal)
- Functional understanding of Afrikaans (optional)
Will enable you to: Duties: People
- Proactively manage client and advisor communication and queries.
- Process client and advisor requests.
- Interact with clients, staff, and other stakeholders.
- Regular interaction with clients, fellow employees, business management and LISPs to ensure the effective delivery of communication and administrative requirements.
Procedures
- Load new clients in the CRM systems (Wealth Connect & Opus).
- Collect mandate and documentation.
- Follow up on queries, outstanding information and incomplete documentation.
- Client service-related duties.
- Scan and digitise original documents to ensure all client records are accurately captured, securely stored, and easily accessible in electronic format.
- Assist teammates with administration issues.
- Update and maintain the database.
- Identify inactive investments.
- Monitor client folders on the CRM system.
- Perform general duties to include, but not limited to, copying, mailing, and filing of organizational documents and records.
- Open, sort and distribute incoming correspondence and email.
- Answer all incoming calls promptly and politely; assess caller’s requirements; transfer calls; take messages; deliver messages to the relevant staff member timeously.
- Linking of Advisors.
- Prepare quotations on a platform.
- Assist advisors with mandates and general administration.
Processes
- Follow internal procedures as per the administrative procedure guideline.
- All administrative duties must be executed within turnaround times.
- Ensure that the principles of FAIS and FICA are applied.
Technology
- Use the CRM systems.
- Use the platform portals
- Full working knowledge of Microsoft Office, including Word and Excel.
Desired Experience & Qualification
TEMP, ADMINISTRATIVE, ASSISTANT