Permanent Administrative Assistant | The Recruitment Council Vacancies
Job Description
The Recruitment Council Vacancies – Administrative Assistant | Durbanville
Location: Cape Town, Western Cape
Company: The Recruitment Council
Job Type: Permanent
Job Sector: Administrative
Job Title: Administrative Assistant – Financial Services | Durbanville
Company: The Recruitment Council
We are looking for a highly organized and detail-oriented Administrative Assistant to support a dynamic team of Financial Advisers/Planners in Durbanville. The ideal candidate will manage a dedicated portfolio of clients and ensure seamless administrative operations.
Key Responsibilities:
- Process new and existing business for investments, risk products, medical aids, trusts, and estates.
- Monitor and follow up on client reviews and service requests.
- Manage the broker’s diary and coordinate meetings with clients and insurance providers.
- Assist with the administration of deceased estates and trusts.
Requirements:
- Matric/Grade 12 certificate is essential.
- Minimum of 5 years of relevant administrative experience.
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word).
- Bilingual fluency in Afrikaans and English (written and verbal).
- Own transport is required.
- Solid understanding of compliance regulations (FICA/FAIS/POPIA/TCF).
- Hands-on experience with at least two Investment Platforms (Ninety-One, Allan Gray, Glacier).
- Experience with at least two Life Insurance Platforms (Discovery, Momentum, Sanlam).
If you meet the criteria and are ready to excel in a fast-paced financial services environment, we encourage you to apply.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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