Full‑time, Permanent, Work Cape Town, CBD Posted 1 day ago About the Organisation and the Role A leading brokerage in central Cape Town, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. The organisation is looking for an organised and efficient administrative assistant with exposure to the insurance industry to assist four financial advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing. Main Duties & Responsibilities Communicating with clients telephonically and electronically. Compliance – FICA, FAIS & Due Diligence (data gathering and filing). Data Capture – on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks). Forms administration (pre‑populating apps, sending to clients, managing the return and capturing of the forms, submitting to the Financial Institute) – for investments, risk, medical aid and employee benefits. Processing instructions – redemptions, Section 14, 37 & 42 Transfers, ad‑hoc and switches for local and offshore investments for clients. Preparing client quotes and comparisons with the various Financial Service Providers. Working with the paraplanner to prepare client proposals. Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients. Ad hoc admin support as and when required. Required Skills & Experience Work experience and industry exposure. Matric is essential, a diploma or undergraduate degree is desirable. Minimum 2‑3 years’ previous administrative experience within an insurance, investment or asset management environment and experience with a CRM system preferably Spotlight or Elite Wealth. Experience at a financial advisory company is essential. Strong communication and interpersonal skills. Strong verbal and written communication skills with the ability to liaise with clients and financial service providers/institutions effectively, respond to queries and deal with complaints in a calm and rational manner. Good telephonic manner. Excellent administration and organisational skills. Highly organised and efficient, able to multitask and work well under pressure to meet tight deadlines. Systems oriented with good attention to detail and the ability to follow policies and procedures. Proactive, service‑oriented, using initiative to ensure excellent service and high performance standards. General ability to analyse and understand insurance policies with knowledge of industry terminology. Basic related product knowledge (life cover, disability, retirement annuities, endowments, preservation funds, pension and provident funds, living annuities and medical aids) is advantageous. Strong working knowledge of Microsoft Office (Word, Excel and Outlook) is essential; experience with Spotlight / Elite Wealth is a distinct advantage. Highly honest and ethical individual, confidential and discreet. Comfortable with corporate culture and able to conduct oneself professionally within legal and financial environments. Closing date for applications: 25 May 2026 #J-18808-Ljbffr