Administrative Assistant

A Wealth Management / Financial Services firm is seeking a detail-oriented, client-focused Administrative Assistant to support a Financial Planner in investment management and group scheme benefits. The role involves delivering excellent client service through strong communication and efficient administrative support, including investment administration, client follow-ups, document collation and compliance. Responsibilities Investment Administration Collate all documentation for investment instructions, payments, and client accounting. Capture investment and payment instructions on internal systems. Ensure compliance with FAIS and FICA requirements. Manage electronic and hard-copy filing for investment administration and advisory records. Client Service & Communication Act as first point of contact for client queries. Build and maintain strong client relationships. Handle follow-ups with clients, beneficiaries, and third-party providers. Assist with preparation and distribution of quarterly and monthly client reports. General Administration & Support Maintain the Client Management System. Provide secretarial assistance including typing and correspondence. Prepare, collate and distribute quarter-end statements. Assist with general office administration and workflow coordination. Requirements Matric (Required) Administrative Diploma (Required) 35 years relevant administrative experience within financial services. Experience with investment administration is essential. Exposure to Allan Gray, Glacier and Ninety One platforms advantageous. Strong understanding of the financial services sector. Own reliable transport. Intermediate computer skills: MS Office (Excel, Word, PowerPoint, Outlook), SharePoint. Typing speed: 50 wpm. Benefits Salary: Based on experience and qualifications. Contact Hire Resolve for your next career-changing move today Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us Please use " Administrative Assistant" as your subject line when applying via email We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future