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⏰ Full-time

Wealth management admin & data specialist

Changing Lanes
Location 📍 cape town, South-Africa
Posted 📅 June 07, 2026
Work Type ⏰ Full-time

Position Overview

Are you a self-starter who enjoys working independently and as part of a team?

Do you enjoy working on systems and have high attention to detail?

Do you have experience working within an insurance, investment or asset management environment?

Our client, an authorised financial services provider in Cape Town, is looking for 3 organised and efficient Administrative Assistants to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Essential: Grade 12 / Matric

Advantageous: Diploma or undergraduate degree

Essential: A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company)

Essential: Experience in Elite Wealth or other CRM system/s.

Essential: Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook)

...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
cape town, South-Africa