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Job Description-
Risk & Investment Administrator (Long Term)About your role:
In this role you will be supporting
the Financial Advisor(s), with financial planning process by gathering the
necessary data, preparing new business quotations and following through on all
new business cases including client servicing queries. You will play an
integral role in our client review process and executing our client experience.
Assist in ensuring a smooth operational practice; being prompt and professional
in answering the phones and dealing with our clients.
Who Does the Role Report
to?
KI/
Representative/Team LeaderResponsible
for New Business:Responsible
for Client Servicing queries:Responsible
for all Long Term Compliance Responsible
for General office efficiencies Knowledge and skills requirements:
Professional client facing skills.
Good inter-personal skills such as:
communication; teamwork; self-motivation; demonstrable initiative and attention
to detail.
An ability to prioritize, plan and organise.
Proactive problem
solving in dealing with client enquiries.
A working knowledge
of FAIS & FICA legislation (must be compliance driven)
Be client centric/
service orientated.
Maintenance of
efficient workflows and tasks.
Behavioural
Competencies:
Customer
focus,Teamwork, Building
relationships, Results
driven, Applying
professional, technical expertise, Quality
and detail orientation, Planning
and organising, Proactive ,Learning
and researching
Salary:
R12 000 –R18 000 Experience and
skill dependent.
How to Apply:
Email your CV and cover letter to info@personix.co.za
1mo
RondeboschAds in other locations
Are you looking for a full-time admin role with a friendly team in a warm environment? At Learning the Harp, we are looking for an organised and reliable Admin Assistant to help our regular and repetitive tasks run like clockwork. We are a rapidly growing online harp education business in Cape Town. We intentionally keep our team small, but we need another set of hands!The Position:This permanent role will report to our Head of Operations and will comprise routine tasks and general admin help. There are opportunities to expand the current responsibilities and grow in independence. The person we need:Loves checking things off their to-do list.Is detail-oriented.Enjoys repetitive work.Works accurately to achieve deadlines, prioritising tasks for short-term and longer-range deadlines.Communicates well so the team can achieve the best results.Enjoys creating connections with people (primarily via email)Eagerly takes direction and implements feedback effectively.Learns how to use new tools quickly and is tech-savvy (ClickUp, Wordpress, LearnDash and Google Workspace are the tools we use most frequently).Is self-directed and able to work independently.Has a laptop or desktop computer to use for work Skills required:Excellent computer skills and familiarity with working online.Deadline-oriented time management skills.Strong interpersonal and problem-solving skills.Clear and precise verbal and written communication skills.Adaptability, resilience and ability to work under pressure.Ability to provide support with a calm and helpful demeanor.Job responsibilities:Load course and product information to our website.Oversee the admin involved with customer surveys.Fill in for the customer support agent where needed, by replying to customer support emails and filtering the inbox.Coordinate Volunteer Engagement Schedule and assist with administration of online meetupsPost content written by our teachers on social media and function as a moderator for our online community Write and send emails on our broadcast email software, using templatesAssist with other routine or project-based admin tasks.How to Apply:Fill in this online form: https://forms.gle/LrQYJFs8Hjmvvadt6 You will be required to complete a personality test and submit your CV via a Google Drive link.Application deadline: Sunday 30 November 2025Start date: As soon as possibleLocation: On-site (Southern Suburbs, Cape Town)Contract: Permanent after 3 months' probationType of position: Full-timeCompensation: Starting between R10 800 and R13 000 per month, depending on experience, with potential for future growth. More Information:Visit our website for more info about us – www.learningtheharp.comVisit our YouTube channel to get a feel for the type of content we create – https://www.youtube.com/LearningtheHarpIf your application is successful, we will contact you for an interview.
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