Administrative Assistant 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.

• 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.

• 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.

• 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.

Hire Resolveisa premier specialist recruitment agency founded in 2004, offering permanent and contract staffing solutions across South Africa, the US, UK, and Africa. They focus on industries like Engineering, Mining, Finance, IT, Manufacturing, and Healthcare, connecting skilled professionals with top employers.