Secretary (Financial Services)

Recruiter:

Helderberg Personnel CC

Job Ref:

SW005968/JC

Date posted:

Tuesday, February 3, 2026

Location:

Somerset West, South Africa

SUMMARY:
My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.

POSITION INFO:
Main duties and responsibilities include:

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;
Filing, capturing client data, updating spreadsheets and word documents;
Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
Follow-up all client transactions, implementation of new business etc;
Drawing statements from service providers and summarising client portfolio information;
Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
Assist with FAIS and FICA compliance and any other compliance requirements
Scan to file all new business documents in client folder.
General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
Be telephonically available for client queries, and act as initial point of contact for client queries.
Maintain an appropriate filing and recording system – both hardcopies and electronically.
Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.
It is essential that the candidate has the ability to multitask and to work under pressure.

Requirements:

Grade 12 (Essential).
3+ years’ experience at a financial advisory practice is advantageous
Post Matric qualification will be an advantage
Strong written and verbal language skills both Afrikaans and English essential
Strong computer skills essential
Own vehicle, transport and driver's license essential.

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