Admin Assistant at Hire Resolve

Job Description

• A well-established Financial Services / Wealth Management firm is seeking an experienced Administrative Assistant to support a Financial Advisor / Para-planner specialising in investment management.The primary purpose of this role is to deliver exceptional client service through accurate, compliant, and client-centric administrative support. The position is ideally suited to candidates with broker assistant or broker secretarial experience, particularly within investment administration, and requires strong follow-up, organisational, and communication skills.

Responsibilities 

• Collate, prepare, and capture all documentation relating to investment instructions, payments, and client accounting on internal systems
• Ensure all investment and payment instructions comply with FAIS and FICA requirements
• Maintain accurate electronic and hard-copy filing for investment administration and advisory records
• Act as a primary point of contact for clients, beneficiaries, and third-party providers
• Resolve client queries efficiently while building strong, professional relationships
• Understand and respond to individual client service requirements
• Maintain and update the Client Management System
• Collate and distribute monthly and quarterly client reports
• Prepare, collate, and distribute quarter-end statements
• Typing and preparation of client correspondence
• Filing and record management
• General administrative and secretarial duties in support of the advisory team

Requirements 

• Matric
• Administrative Diploma
• 3–5 years’ relevant experience in a similar role
• Proven experience with investment administration
• Working knowledge of Allan Gray, Glacier, and Ninety One systems (essential)
• High level of financial services industry knowledge
• Valid driver’s licence and own transport
• Intermediate proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint, SharePoint)
• Excel at an intermediate level
• Typing speed of 50+ words per minute
• Strong proficiency in Microsoft Office and SharePoint
• Understanding of investment products including: