Administrative Assistant (Investment Industry)

Job Location

Knysna, South Africa

Job Description

My client in the investment industry is looking for an Administrative Assistant to join their company. Starting date: 2 June 2025 Salary: R10k - R15k basic Trading Hours: 08h00 - 13h00 Mondays to Fridays Responsibilities: Client Onboarding: Manage end-to-end onboarding process including FICA registrations and document collection. Documentation Management: Ensure all onboarding and compliance documents are accurately loaded, filed, and maintained. Compliance Support: Assist with monthly compliance tasks and maintain CPD certificates and records. Client Account Administration: Track client balances, statements, and closing balances; manage and update Investec accounts. Recurring Transactions: Process and monitor recurring payments for clients. Mediation & Communication: Serve as a liaison between clients and advisors for routine queries and mediation where needed. Requirements: Attention to detail is essential Administrative experience (1-2 years) Willing to undergo training Must thrive in a stressful, fast-paced environment Candidates with the abovementioned requirements will be considered and contacted. Candidates based in Knysna or surrounding areas will be preferred

Location: Knysna, ZA

Posted Date: 6/13/2025
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Posted

June 13, 2025
UID: 5212471371

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