Administrative Assistant at Hire Resolve

• Are you an experienced Administrative Assistant with a deep understanding of the investment landscape and a passion for high-end client service?
• A boutique firm in the Financial Services sector is seeking a professional to provide critical support to their Financial Advisors and Para-planners. This role is designed for a detail-oriented individual who excels in a fast-paced, high-stress environment and possesses the technical knowledge to manage complex investment administration.

Key Responsibilities

Investment Administration & Support

• Collate all necessary documentation relating to investment instructions, payments, and client accounting.
• Capture and prepare administrative data on internal systems with absolute accuracy.
• Ensure all investment and payment instructions are compliant with FAIS and FICA regulations.
• Manage the collation and distribution of monthly and quarterly client reporting and statements.

Client Liaison & Relationship Management

• Act as a key point of contact for high-net-worth clients, resolving queries directly and professionally.
• Handle follow-up correspondence with clients, beneficiaries, and third-party providers.
• Provide client-centric support to build and maintain strong service relationships.

Office & Records Management

• Maintain electronic and hard copy filing systems for advisory records and client correspondence.
• Manage the Client Management System and general secretarial duties, including calendar coordination.
• Ensure strict confidentiality regarding sensitive financial information.

Minimum Requirements

Qualifications & Experience:

•  Education: Matric and an Administrative Diploma.
•  Experience: 3–5 years of experience as a Broker’s Assistant or Secretary. (NB!!)
•  Technical Knowledge: Proven experience dealing specifically with investment administration instructions and follow-ups.
•  Systems: Key knowledge of Glacier, Ninety One, and Allan Gray systems is essential.

Key Skills:

• Software: Intermediate proficiency in MS Office (Excel, Word, PowerPoint, SharePoint).
• Typing: Minimum speed of 50+ wpm. 
• Investment Knowledge: Solid understanding of products such as UTs, TFSA, offshore wrappers, and ETFs.
• Logistics: Must have own transport. (Must)

Personal Attributes:

• Exceptional attention to detail and accuracy in handling financial data.
• Ability to work independently and take initiative in problem-solving.
• Professional demeanor and the ability to meet tight deadlines under pressure.