Administrative Assistant (Investment Industry)

SUMMARY:
Administrative Assistant - Knysna

POSITION INFO:
My client in the investment industry is looking for an Administrative Assistant to join their company.

Starting date: 2 June 2025

Salary: R10k - R15k basic

Trading Hours: 08h00 - 13h00 Mondays to Fridays

Responsibilities:

• Client Onboarding: Manage end-to-end onboarding process including FICA registrations and document collection.
• Documentation Management: Ensure all onboarding and compliance documents are accurately loaded, filed, and maintained.
• Compliance Support: Assist with monthly compliance tasks and maintain CPD certificates and records.
• Client Account Administration: Track client balances, statements, and closing balances; manage and update Investec accounts.
• Recurring Transactions: Process and monitor recurring payments for clients.
• Mediation & Communication: Serve as a liaison between clients and advisors for routine queries and mediation where needed.

• Attention to detail is essential
• Administrative experience (1-2 years)
• Willing to undergo training
• Must thrive in a stressful, fast-paced environment