Administrative Assistant job vacancy in Cape Town. Administrative Assistant with relevant experience in the Financial Services Industry, specific to Wealth Management, required to assist the FA with processing of all financial administration for existing and new clients, record keeping and data capturing. Position is based in Cape Town CBD. Minimum requirements: Grade 12 essential Relevant Diploma / Tertiary qualification highly beneficial Minimum 3-5 years’ experience within the Insurance, Investment, Asset Management environment required Product knowledge – Risk Cover, RA, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aid, Employee Benefits – required Excel, Elite Wealth, CRM knowledge and experience required Duties and Responsibilities: Assist Financial Advisor with processing of all financial administration for new and existing clients Communication with clients – telephonic and electronic Compliance – FICA, FAIS, Due Diligence Data Capturing on CRM system – updating existing and new client info, record keeping Forms administration – prepopulating apps, sending to clients, managing return and capture of forms and submitting to Financial Institute Administration of Investments, Risk, Medical Aid and Employee Benefits Processing instructions – redemptions, Section 14, 37 & 42 Transfers, switches and local and offshore investments for clients Preparing client quotes and comparisons with various FSP’s Working with Paraplanner to prepare client proposals Preparation of reports, agendas, presentations and spreadsheets General admin support #J-18808-Ljbffr