Financial Advisor Administrator - George

SUMMARY:
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POSITION INFO:

An accounting firm in George is looking to appoint a Financial Advisor Administrator to provide essential administrative support to its financial advisory team.

This is a great opportunity for someone detail-oriented and client-focused, looking to grow within a professional and supportive environment.

Minimum Requirements:

• Grade 12 / Matric Certificate
• Previous experience as a financial administrator
• Reliable transport
• Tertiary qualification in Finance, Business Administration, or a related field (advantageous)
• Strong administrative and organizational skills
• Excellent communication skills (verbal and written)
• Proficient in MS Office (Word, Excel, Outlook)
• Ability to manage confidential information with integrity
• High attention to detail and accuracy

Key Responsibilities:

• Providing administrative support to financial advisors
• Preparing client documentation and onboarding paperwork
• Managing and updating client records and financial files
• Liaising with clients and financial institutions
• Scheduling appointments and maintaining advisor calendars
• Handling follow-ups on outstanding documents or queries
• Assisting with compliance documentation and checks
• General office and administrative duties as required