Overview
Administrative Assistant – Leading Brokerage, Cape Town Jobs in Cape Town, Western Cape, South Africa at Staffwise
Title: Administrative Assistant – Leading Brokerage, Cape Town
Company: Staffwise
Location: Cape Town, Western Cape, South Africa
Full-time, Permanent, Work
Cape Town, CBD
Posted 9 hours 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. They are looking for an organised and efficient administrative assistant who has had some exposure to the insurance industry, to assist 4 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 (Prepopulating 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 hocs 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
The ideal applicant will have the following competencies:
- Work experience and industry exposure
- Matric is essential, a diploma or undergraduate degree is desirable.
- A 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 and respond to queries and deal with complaints in a calm and rational manner.
- Good telephonic manner.
- Excellent Administration and Organisational Skills
- A highly organised and efficient individual who can 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.
- A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.
- General
- Ability to analyse and understand insurance policies with a knowledge of industry’s professional terminology.
- Basic related product knowledge including 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.
- A highly honest and ethical individual who is confidential and discreet.
- Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.
Interested?
Click on the APPLY NOW / DOWNLOAD APPLICATION button below
Closing date for applications: 30 June 2026
If you have not been contacted within 2 weeks of submitting your application, kindly consider your application to have been unsuccessful
APPLY NOW / Download application
Job Features
Job Category Admin, Office & Support, Finance, Insurance Interested? Click on the APPLY NOW / DOWNLOAD APPLICATION button above Salary range: Market Related (commensurate with work experience and qualifications) Nature of contract: Permanent Hours of work: 08h00 – 16h30 or 08h30 – 17h00 (Monday – Friday) Location: Cape Town, CBD Reporting to: Office Manager Closing date for applications: 30 June 2026 Benefits: 18 days leave, Group Risk Life Cover and Income Protection, Group RA.
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