Current jobs related to Weath Administrative Assistant - Cape Town - Code Red Recruitment


  • DLK Group Cape Town

    Administrative Assistant Job Description · The Administrative Assistant plays a vital role in supporting the daily operations of our organization at dlk-group. This position requires a detail-oriented individual with excellent organizational and communication skills. · Key Respon ...


  • University of Fort Hare Wes-Kaap

    We are seeking a highly organized and detail-oriented professional with experience in the financial services industry. Our ideal candidate will provide essential support to financial planners and assist clients with administrative and investment processes. · Key Responsibilities: ...


  • The Allergy Free Kitchen Wes-Kaap

    We are seeking a highly organized and detail-oriented Administrative Assistant to provide essential support to our team at The Allergy-Free Kitchen. The ideal candidate will be responsible for handling office tasks, assisting with scheduling, processing sales orders, and ensuring ...


  • Talent Sam Cape Town

    Supporting Property Investors and Developers Across the Country · Talentsam is a family-run business, providing short-term secured finance to clients nationwide. With over 50 years of experience in property and finance sectors, we're looking for an administrator to help us grow o ...


  • The Recruitment Council Cape Town

    Job Purpose: The successful candidate will be responsible for office management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan execution, and reception duties. · Res ...


  • Medi Clinic Cape Town

    Job Title: Nursing Unit Support · We are seeking a dedicated individual to provide optimal support towards processes and procedures in our nursing unit. · Key Responsibilities: · Perform administrative duties, including recordkeeping and data capturing. · Assist with patient admi ...


  • Code Red Recruitment Cape Town

    Purpose · My client is seeking an administrative assistant to support the Financial Planning and Wealth Management team, assisting clients and financial planners with client administration and investment processing. · Key Competencies · Grade 12 certification. · Industry experien ...


  • Global Policy Ltd Cape Town

    Administrative Role at Global Policy Ltd · We are seeking a highly organized and detail-oriented Office Administrative Assistant to join our team at Global Policy Ltd. · As an industry leader in global policy, we specialize in providing cutting-edge solutions to complex policy ch ...


  • Black Pen Recruitment Cape Town

    Black Pen Immigration · We are a leading immigration consultancy specializing in providing expert legal and administrative support for individuals and businesses navigating South African immigration processes. · Role Overview · We are seeking a detail-oriented and proactive Immig ...


  • Hickmore Recruitment Cape Town

    General Operations Assistant · A prominent Non-Governmental Organization (NGO) is seeking a highly skilled and experienced General Operations Assistant to provide hands-on administrative support to the Director of Operations. · This dynamic NGO is rapidly expanding with multiple ...


  • Mediclinic International Cape Town

    Optimize Daily Processes with Precision and Care · MAIN PURPOSE OF JOB · Support Nursing Unit Operations by Delivering Expertise in Administrative Tasks · KEY RESPONSIBILITY AREAS · Streamline Patient Administration Functions with Efficiency · Maintain Accurate Control over Pharm ...


  • Sagan Recruitment Cape Town

    Job Description · About Sagan Recruitment · We are an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from ...


  • Time Personnel Cape Town

    Job Description · Key Responsibilities · The ideal candidate will possess excellent organizational and communication skills, with the ability to multitask in a fast-paced environment. · Administrative tasks include scheduling meetings, general office administration, and correspon ...


  • O'Brien Recruitment Cape Town

    Are you a natural multitasker with a flair for organizing memorable events and keeping operations running smoothly? · We are looking for a proactive, detail-obsessed Events & Administrative Assistant to be the driving force behind our event coordination, marketing efforts, and cl ...


  • Ello Cape Town

    Key Role in Ello Technology's Financial and Administrative Operations · The admin & reception role plays a crucial part in maintaining the company's financial health and ensuring a welcoming, professional first point of contact. This position combines financial diligence with fro ...


  • Findojobs South Africa Wes-Kaap

    Job Description: We are looking for a Senior Product Manager to lead our Customer Care Automation team. As a key member of our organization, you will be responsible for redefining how riders and drivers experience support in our app. You will work on internal tools such as the Dr ...


  • Code Red Recruitment Newlands

    Purpose · Our client seeks an administrative assistant to join the Financial Planning and Wealth Management team, providing support to clients and financial planners in client administration and investment processing. · ...


  • Sanlam Limited Bellville

    Sanlam Limited is a leading diversified financial services organization in Southern Africa. · We are committed to delivering insurance and financial solutions that meet the needs of our clients, while creating value for our shareholders and stakeholders. · Job Description · The s ...


  • Santam Insurance Bellville

    Job Overview · Safety online is more crucial than ever. We urge everyone to practice cybersafe habits. Our tips can guide you in staying safe online. · Santam is the leading general insurance company in Southern Africa, with operations expanding into emerging markets across Afric ...


  • City of Cape Town Wes-Kaap

    Job Opportunity: Corporate Services & Human Resources · We are seeking a highly skilled and experienced professional to join our team in Cape Town. · Responsibilities: · Coordinate the administration of all payments, including appointments, terminations, staff movements and benef ...


  • Vine Recruitment Stellenbosch

    Administrative Assistant Role at Vine Recruitment · We are seeking a highly skilled and organized Administrative Assistant to join our team in Stellenbosch. · Key Responsibilities: · Data Entry and Management: Capture and maintain accurate records of claims, ensuring timely updat ...

  • Weath Administrative Assistant - Cape Town - Code Red Recruitment

    Code Red Recruitment
    Code Red Recruitment Cape Town

    1 month ago

    Default job background
    Description

    Purpose: We are seeking an administrative assistant to join our financial planning and wealth management team. The successful candidate will provide support to clients and financial planners with client administration and investment processing.

    1. Bachelor's degree or equivalent essential.
    2. Industry experience is highly valued, and candidates without industry experience may not be considered.
    3. A post-secondary qualification is an asset, but not mandatory.
    4. A reliable vehicle, transportation, and driver's license would be an advantage.
    5. Proficiency in both English and Afrikaans language skills required.
    6. Excellent written and verbal communication skills.
    7. Ability to work under pressure and meet deadlines.
    8. Meticulous, detail-oriented, and organized work style.
    9. Professional corporate appearance.
    10. Able to multitask in a fast-paced environment.
    11. Effective time management skills.
    12. Familiarity with Adobe PDFs, Outlook, Word, and Excel is necessary.
    Duties and Responsibilities:
    Main duties and responsibilities include:
    1. Administrative tasks – scheduling meetings, general office administration, correspondence with clients and service providers;
    2. Supporting financial planners in servicing existing clients and new clients – handling preparation of meeting documentation, application forms, and follow-ups;
    3. Data entry, capturing client information, updating spreadsheets and word documents;
    4. Following up on client transactions, implementation of new business initiatives;
    5. Responding to client inquiries via phone and acting as the initial point of contact for client queries.
    The ideal candidate must be able to multitask and work efficiently under pressure.
    This description outlines the primary duties and responsibilities performed on a regular basis. Other duties may be assigned as needed.

Jobs
>
Cape Town