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Admin Assistant
Reason for Reporting
Admin Assistant – Brilliance BlueStar (Sanlam Head Office, Bellville)
Brilliance BlueStar, a Sanlam‑accredited financial planning practice, is expanding its operational team. We are looking for a reliable, detail‑oriented Admin Assistant to support our advisers and business manager with daily admin and client service tasks. We work in the professional market and a very high standard of work and client service is maintained throughout the business.
This is a full‑time, on‑site role based at Sanlam Head Office in Bellville.
Key Responsibilities
- General reception duties and appointment scheduling
- Handling client e-mail and telephone queries, requests, and follow‑ups
- Liaising with advisers to ensure timely service delivery
- Accurate capturing and maintenance of client data and online records
- Assist with all back office admin tasks such as completion of forms, e-mails to clients, policy amendments, debit order arrangements
- Assist with new insurance and investment applications, insurance quotes, and new business implementation (risk and investments).
Minimum Requirements
- Matric / Grade 12 (Maths, Economics, or Accounting advantageous)
- Fully bilingual in Afrikaans & English
- 3–5 years’ experience working in an office environment
- Proficient in MS Office
- Ability
to work full‑time from Sanlam Head Office
Skills & Competencies
- Strong attention to detail
- Excellent written and verbal communication
- Strong organisational and record‑keeping ability
- Ability to multi‑task and prioritise in a fast‑paced environment
- Proactive, self‑motivated, and able to work independently
- High
level of confidentiality and integrity
What We Offer
- A professional work environment at Sanlam Head Office
- Exposure to investment, retirement, and financial planning operations
- A supportive, client‑focused team culture
- Competitive remuneration based on experience
How to Apply - include ALL of below to be considered
Send the following to info@brilliancebluestar.co.za:
- Cover letter (include your salary expectations)
- CV
- Matric certificate and any other relevant qualifications
Only shortlisted candidates will be contacted. Brilliance BlueStar reserves the right not to fill the position.
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