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Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans. Your:Formal Education:Matric and relevant industry-related degreeExperience:A minimum of five years relevant experience in the financial services industryCritical Competencies:Knowledge AdministrationTechnologically literate (MS Office, Excel)Good internet skills - email programPrinciples of sound English and Afrikaanswill enable you to:People:Proactively manage all client queries and process their requests accurately and with due care and diligence;Interact with clients, staff and stakeholders;Regular interaction with clients, colleagues and management to ensure the effective and efficient delivery of administrative and planning requirements.Processes:Arrange and finalize all repurchases, loans and surrenders and replacements;Monitor maturities and report back to the advisor;Arrange appointments and manage the advisors diary, ensure reviews are set-up;Arrange flights and transfers for advisor when travelling to client visits;Arrange invoices and quotes where applicable;Timeously arrange for applications and switch forms and ensure documents are complete and accurate;Submit new business timeously and accurately and follow up on the process;Provide daily feedback to advisor on all business in process;Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case;Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable SLA turn-around times;Assist with the planning where advisor markets his services;Gather and prepare information for client meetings, including but not limited to initial meeting and client reviews;Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices;Ensure correct broker code allocated to clients, keep records of any changes;Handle or facilitate the resolution of all queries received within 24 hours or at earliest possible time;Responsible for ensuring all FAIS and FICA compliance documents are on record, monitor and assist advisor with
https://www.jobplacements.com/Jobs/S/SNR-ADMIN-ASSISTANT-FOR-FINANCIAL-ADVISOR-1241895-Job-Search-11-24-2025-2-53-12-PM.asp?sid=gumtree
12d
Job Placements
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To provide comprehensive administrative leadership and support within the financial and wealth management environment. This role combines hands-on administrative duties with team leadership responsibilities, ensuring efficient operations, compliance with industry regulations, and superior client service delivery. The position requires a proactive, highly organized individual with strong communication, multitasking, and problem-solving skills.Formal Education and Experience:National Senior Certificate (Grade 12 / Matric) NQF Level 435 years experience in a senior administrative or team leader role within the wealth management and financial services sectorProven track record in team leadership, office administration, and process improvementProficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Fluent in Afrikaans and English (spoken, written, and read)Knowledge of FICA, FAIS, and financial industry compliance requirementsExperience in project coordination or change management advantageousKey Responsibilities:Administrative and Operational SupportOversee and participate in day-to-day administrative processes to ensure efficient and compliant operations.Prepare, edit, and distribute professional correspondence, reports, and documentation.Ensure all client documentation meets FICA and FAIS requirements.Handle confidential information and maintain accurate client and organizational records.Manage incoming calls and client correspondence promptly and professionally.Coordinate and prepare materials for client meetings and ensure accurate recordkeeping.Ensure office supplies, equipment, and vendor relationships are efficiently managed.Leadership and Team ManagementLead, supervise, and develop the administrative support team.Allocate workloads, monitor performance, and provide ongoing mentorship and training.Foster a positive, collaborative, and accountable work culture.Conduct performance reviews and implement improvement plans where necessary.Support onboarding of new administrative staff and oversee continuous team development.Process Improvement and ComplianceEvaluate and streamline administrative workflows for improved efficiency.Ensure adherence to internal policies, procedures, and regulatory standards.Implement best practices to optimize service delivery and client satisfaction.Assist in compiling performance reports and presenting insights to senior management.Client RelationsServe as a primary point of contact for clients and internal stakeholders.Demonstrate professionalism, empathy, and discretion in all client interactions.Manage client queries, complaints, and follow-ups in coordination wi
https://www.jobplacements.com/Jobs/T/TEAM-LEADER-FINANCE-ADMINISTRATION-1241901-Job-Search-11-24-2025-3-10-09-PM.asp?sid=gumtree
12d
Job Placements
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We are looking for a Senior Support Assistant. Your: Formal Education:Minimum requirement: National Senior Certificate (Grade 12 / Matric) NQF 4First Language - Afrikaans and fluent in English (speak, write, read,understand)Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Knowledge of Financial service industry and administrative processesapplicable to the industry.will enable you to fulfill the following duties: Administrative Support:Interaction with clients, colleagues and management to ensure theeffective delivery of administrative requirements within a specifiedframework.Prepare, edit, and distribute correspondence.Ensure that client documentation is compliant with FICA & FAIS legislation.Attend to client complaints and enquiries in consultation with theSpecialist Wealth Manager.Recording of client interaction and updating of client records uponcompletion of interaction, maintain client record and database.Written communication/confirmation to clients or service providersStrong verbal and written communication skillsHandle confidential information with discretion.Ability to work systematically within specified frameworks and deadlines.Show insight when assessing the urgency of tasks, prioritizing themappropriately to support client and organizational goals.Maintain confidentiality and adherence to regulatory requirements whilehandling sensitive client information.Effectively manage time to complete administrative tasks, respond toinquiries, and maintain accurate records promptlyClient Relations:Analyze complex situations, assess caller or client needs, andmake sound decisions under pressure.Serve as the primary point of contact for client inquiries andcommunications.Maintain and update client records and files.Coordinate and support client meetings, including preparation of materialsand follow-up.Excellent verbal and written communication skillsHigh level of professionalism and discretion. Display professionalism,empathy, and patience when dealing with client correspondence,complaints, and queriesEfficient operation of answering all incoming calls promptly and politely;assessing callers requirements; transferring calls; taking messages;delivering messages to the relevant staff member timeously.Communicate with a variety of individuals on all levels.Work effectively in a team and as an individual.Dealing with correspondence, complaints and queries.Encourage a healthy and productive work environment and monitor officesafety.Office Support:Work effectively within a team while demonstrating the
https://www.jobplacements.com/Jobs/S/SNR-SUPPORT-CONSULTANT-ADMINISTRATIVE-ASSISTANT-1196098-Job-Search-6-20-2025-6-52-26-AM.asp?sid=gumtree
6mo
Job Placements
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We are looking for a Junior Support Assistant. Your: Formal Education:Minimum requirement: National Senior Certificate (Grade 12 / Matric) NQF 4First Language - Afrikaans and fluent in English (speak, write, read,understand)Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Knowledge of Financial service industry and administrative processesapplicable to the industry.will enable you to fulfill the following duties: Administrative Support:Interaction with clients, colleagues and management to ensure theeffective delivery of administrative requirements within a specifiedframework.Prepare, edit, and distribute correspondence.Ensure that client documentation is compliant with FICA & FAIS legislation.Attend to client complaints and enquiries in consultation with theSpecialist Wealth Manager.Recording of client interaction and updating of client records uponcompletion of interaction, maintain client record and database.Written communication/confirmation to clients or service providersStrong verbal and written communication skillsHandle confidential information with discretion.Ability to work systematically within specified frameworks and deadlines.Show insight when assessing the urgency of tasks, prioritizing themappropriately to support client and organizational goals.Maintain confidentiality and adherence to regulatory requirements whilehandling sensitive client information.Effectively manage time to complete administrative tasks, respond toinquiries, and maintain accurate records promptlyClient Relations:Analyze complex situations, assess caller or client needs, andmake sound decisions under pressure.Serve as the primary point of contact for client inquiries andcommunications.Maintain and update client records and files.Coordinate and support client meetings, including preparation of materialsand follow-up.Excellent verbal and written communication skillsHigh level of professionalism and discretion. Display professionalism,empathy, and patience when dealing with client correspondence,complaints, and queriesEfficient operation of answering all incoming calls promptly and politely;assessing callers requirements; transferring calls; taking messages;delivering messages to the relevant staff member timeously.Communicate with a variety of individuals on all levels.Work effectively in a team and as an individual.Dealing with correspondence, complaints and queries.Encourage a healthy and productive work environment and monitor officesafety.Office Support:Work effectively within a team while demonstrat
https://www.jobplacements.com/Jobs/J/JNR-SUPPORT-CONSULTANT-ADMINISTRATIVE-ASSISTANT-1196097-Job-Search-6-20-2025-6-45-55-AM.asp?sid=gumtree
6mo
Job Placements
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Minimum requirements: MatricQualification in Bookkeeping, Accounting, or Finance (beneficial)3-5 years experience handling the full bookkeeping function up to trial balanceSAP experience (essential)Experience working with EUR and USDOwn vehicle and valid drivers licenseConsultant: Chandre Hart - Dante Personnel Midrand
https://www.jobplacements.com/Jobs/H/Halfday-Senior-Bookkeeper-1240652-Job-Search-11-19-2025-04-32-17-AM.asp?sid=gumtree
18d
Job Placements
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