Administrative Assistant at Hire Resolve

Job Description

• A Wealth Management / Financial Services firm is seeking a detail-oriented, client-focused Administrative Assistant to support a Financial Planner in investment management and group scheme benefits. The role involves delivering excellent client service through strong communication and efficient administrative support, including investment administration, client follow-ups, document collation and compliance.

Responsibilities 
Investment Administration

• Collate all documentation for investment instructions, payments, and client accounting.
• Capture investment and payment instructions on internal systems.
• Ensure compliance with FAIS and FICA requirements.
• Manage electronic and hard-copy filing for investment administration and advisory records.

Client Service & Communication

• Act as first point of contact for client queries.
• Build and maintain strong client relationships.
• Handle follow-ups with clients, beneficiaries, and third-party providers.
• Assist with preparation and distribution of quarterly and monthly client reports.

General Administration & Support

• Maintain the Client Management System.
• Provide secretarial assistance including typing and correspondence.
• Prepare, collate and distribute quarter-end statements.
• Assist with general office administration and workflow coordination.

Requirements 

• Matric (Required)
• Administrative Diploma (Required)
• 3–5 years relevant administrative experience within financial services.
• Experience with investment administration is essential.
• Exposure to Allan Gray, Glacier and Ninety One platforms advantageous.
• Strong understanding of the financial services sector.
• Own reliable transport.
• Intermediate computer skills: MS Office (Excel, Word, PowerPoint, Outlook), SharePoint.
• Typing speed: 50+ wpm.