Role Overview:
As the Admin Assistant, you will play a key role in providing secretarial, administrative, and client service support. You will work closely with the financial planners and the team to ensure smooth operations and high-quality service delivery for their clients. This is a multi-faceted role, ideal for someone who thrives in a fast-paced environment and enjoys taking ownership of tasks and processes.

Key Responsibilities:
Be the initial point of contact, managing incoming calls and appointments. Manage and maintain the advisors' calendars and ensure timely scheduling of meetings. Act as a point of coordination for all administrative needs within the team. Deliver administrative requirements efficiently and within set timelines. Oversee general office management duties, including maintaining stock of stationery and consumables. Proactively manage client queries, ensuring all client-related tasks are followed through to completion. Verify that all documents and communications sent to clients and service providers are accurate and up to date. Follow up on client transactions, implementation of new business, and ensure deliverables are met in a timely manner. Track and manage outstanding client deliverables and ensure clients are kept informed throughout the process. Ensure amendments to financial products (investments, insurance policies, etc.) are processed accurately and confirmed with the client. Assist with claims (Medical Aid, Gap claims, Life Cover, and Short-term Insurance). Use the CRM system to capture workflows, tasks, and client interactions Ensure that workflows, protocols, and systems are efficient and aligned with business needs Champion the adoption of new technology and process improvements to increase business efficiencies Ensure FAIS and FICA compliance of all CRM and hard copy files. Maintain and store all documents digitally and ensure records are up to date for internal audits. Keep compliance registers updated and assist in audit preparations. Candidate Requirements:
Education & Skills:
Matric or higher qualification. Fluent in both English and Afrikaans. Minimum of 5 years’ experience in a financial planning practice, administering a wide range of financial products, and assisting financial planners. Proficient in MS Office Suite. Service provider system knowledge is advantageous. Previous experience in a holistic financial planning environment is required. * Only shortlisted candidates will be contacted*