TRAFFIC Western Cape

Investment Admin Assistant for High-Net-Worth Clients

InsidEntity
South African Rand . ZAR 200,000 - 300,000

Job Description

A boutique financial services firm in Somerset West seeks an experienced Administrative Assistant to support Financial Advisors and manage complex investment administration. Responsibilities include collating investment documents, maintaining filing systems, and liaising with high-net-worth clients. Candidates should have a strong understanding of compliance regulations and a client-centered approach to service. Successful applicants will thrive in a fast-paced environment while maintaining confidentiality.

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