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My client, a well-established Blue Star Financial Services business based in Bellville, needs the service of an experienced person to support their Financial Advisors in managing client portfolios and providing exceptional client service to their clients. This person plays a crucial role in the day-to-day operations of the advisory team and helps to streamline processes to ensure efficient workflow. Although working in an office environment the person will be exposed to client-facing and back office tasks. Responsibilities- Assist the Financial Advisors in perparing for client reviews and meetings, including gathering documentation and client information- Process documentation related to client portfolios such as new business applications, investments, etc- Follow up with clients regarding outstanding documents or pending transactions- Collaborate with compliance and operations teams to ensure adherence to industry regulations and policies- Maintain accurate and up-to-date client records and filesRequirements- Grade 12- 5 years relevant experience in the financial services (preferabily long term insurance), investment and life insurance industry such as in a financial and/or insurance brokerage environment- Very good understanding of financial products and services- Proficient in using CRM software, MS Office and Web tools- Attention to detail and accuracy in all tasks- Strong organisational and time-management skills - Ability to work without direct supervision and to deal with more than one issue simultaneously - Excellent communication and interpersonal skillsRemuneration- Salary R25000/month negotiable based on relevant experience and skills- 22 working days annual leave - Group risk and income protector cover - After probation the employee qualifies for a retirement fund contribution Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invted for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
URGENT
Full-Time Administrative & Sales Coordinator NeededAdvanced Fencing is seeking a skilled and reliable Administrative and Sales Assistant to support our growing operations. The role is preferably based in the Helderberg area. We are a well-established company in the construction industry and require an experienced professional with a strong administrative background and a client-focused approach.Key ResponsibilitiesGeneral office administration and filingReception duties and client liaison as the first point of contactPreparation and administration of quotes, sales bids, contracts, and invoicingManagement of client orders, project files, reconciliations, and material ordersCoordination of sales enquiries and leads, including diary management for the DirectorCompilation of monthly leads and quotations reportsJob coordination, including:Scheduling installations with the Operations Director and communicating updates to clientsOpening job files, completing job cards, and allocating hardwareLiaising with suppliers and following up on material orders Weekly wage and stock control and allocation of hardwareMonthly VAT file preparation and supplier reconciliationsMaintenance of the vehicle register, including licensing and fine administrationGeneral ad hoc administrative support as requiredRequirementsMinimum 4 years’ experience in a similar administrative roleQualification in Secretarial, Office Administration, or BookkeepingStrong working knowledge of MS Excel, MS Word, and SageExcellent organisational, coordination, and analytical skillsAbility to multitask and work effectively under pressure in a fast-paced environmentStrong written and verbal communication skills in Afrikaans and EnglishValid driver’s licence and own transport (essential)Personal AttributesProactive, self-motivated, and detail-orientedProfessional, reliable, and client-service drivenAble to adapt to changing priorities and workloadsWorking Hours: Monday to Friday, 08:00 – 17:00Salary: Market-related, commensurate with qualifications and experienceInterested candidates should submit a CV, contactable references, and availability.Please note: Only suitably qualified applicants will be considered. Email applications to: info@advancedfencing.co.za
Somerset West
A vehicle repair and service center in Milnerton is looking for a sharp Admin Clerk who:Who loves working with people and has a knack for keeping things on trackWho can work on ExcelWho can be a work by 7amWho can work every second Saturday until 1pmDuties and responsibilities:Booking in clients bringing their vehicle to be servicedEntering invoices on our system and ExcelAnswering emails and telephoneDo monthly reconLiaising with clients about the progress with their vehicle and calling to collectKeeping all documentation filed and neatChecking Suppliers statements are correctPlease send your CV and details to boxsort@outlook.com
Milnerton
Results for job in cape in "job in cape" in Admin jobs in South Africa in South Africa
1
Receptionist Blackheath Cape Town
Our engineering client in Blackheath is looking for a Receptionist with 4 years solid reception, admin and courier experience.
Apply on Gumtree
FROGG Recruitment Salary: R12000Consultant Name: Quinton Wright
4d
FROGG Recruitment SA
1
1
Office Administrator Bellville Cape town
Our client in engineering services is looking for an Office administrator with 5 years experience in General Admin, Front desk reception, invoicing, processing of POD, assisting with logistics and deliveries, communicating with drivers and internal staff. Assist the senior managers with PA related duties. PASTEL experience or similar software experience an added bonus. Need to be able to use Excel as well, do spreadsheets and reports.
Salary up to R20 000 per month.
Apply online
FROGG Recruitment Consultant Name: Quinton Wright
4d
FROGG Recruitment SA
1
Administrator Montague Gardens Cape Town
Our client seeks an Administrator with 2-5 years’ experience. Must have experience with General overall Administration, invoicing, basic Social Media experience, assist to update the company website with relevant details and pictures. Must have a VALID Driver’s License. You need EXCEL, software in general and general data capturing experience.
Working hours: Monday to Friday – 8am to 5pm
Saturdays is our most important day, 8am to 3pm
Salary: Up to R13 000.00 + Companies portion of Provident fund.
Minimum Requirements:
• Matric
• 3-4 years general Office Administration experience
• Must have a VALID DRIVERS LICENSE
• Loading and filing of Invoices – inhouse software system
• Have excel experience to load sales and other data capturing
• Assist with bookings, ordering and stock take
• Assist with Social Media platforms.
• Assist to update the company website with relevant details and pictures.
Please apply online.
FROGG Recruitment
Salary: R13000Consultant Name: Quinton Wright
18h
FROGG Recruitment SA
1
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