Full‑time, Permanent, Work

Cape Town, CBD

Posted 1 day ago

About the Organisation and the Role

A leading brokerage in central Cape Town, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. The organisation is looking for an organised and efficient administrative assistant with exposure to the insurance industry to assist four financial advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Main Duties & Responsibilities Communicating with clients telephonically and electronically. Compliance – FICA, FAIS & Due Diligence (data gathering and filing). Data Capture – on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks). Forms administration (pre‑populating apps, sending to clients, managing the return and capturing of the forms, submitti...