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- Bachelor's degree or equivalent essential.
- Industry experience is highly valued, and candidates without industry experience may not be considered.
- A post-secondary qualification is an asset, but not mandatory.
- A reliable vehicle, transportation, and driver's license would be an advantage.
- Proficiency in both English and Afrikaans language skills required.
- Excellent written and verbal communication skills.
- Ability to work under pressure and meet deadlines.
- Meticulous, detail-oriented, and organized work style.
- Professional corporate appearance.
- Able to multitask in a fast-paced environment.
- Effective time management skills.
- Familiarity with Adobe PDFs, Outlook, Word, and Excel is necessary.
- Administrative tasks – scheduling meetings, general office administration, correspondence with clients and service providers;
- Supporting financial planners in servicing existing clients and new clients – handling preparation of meeting documentation, application forms, and follow-ups;
- Data entry, capturing client information, updating spreadsheets and word documents;
- Following up on client transactions, implementation of new business initiatives;
- Responding to client inquiries via phone and acting as the initial point of contact for client queries.
Weath Administrative Assistant - Cape Town - Code Red Recruitment

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.
Main duties and responsibilities include:
This description outlines the primary duties and responsibilities performed on a regular basis. Other duties may be assigned as needed.
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Administrative Assistant
DLK Group- Cape Town
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Administrative Assistant
University of Fort Hare- Wes-Kaap
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Administrative Assistant
The Allergy Free Kitchen- Wes-Kaap
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Administration Assistant
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Administrative Assistant
The Recruitment Council- Cape Town
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Unit Administrative Assistant
Medi Clinic- Cape Town
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Wealth Administrative Assistant
Code Red Recruitment- Cape Town
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Office Administrative Assistant
Global Policy Ltd- Cape Town
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Immigration Administration Assistant
Black Pen Recruitment- Cape Town
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Operations and Administrative Assistant
Hickmore Recruitment- Cape Town
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Unit Administrative Assistant
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Administrative Assistant - PLAPAA023
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Wealth Administrative Assistant
Time Personnel- Cape Town
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Events & Administrative Assistant
O'Brien Recruitment- Cape Town
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Administrative/ Accounts Assistant
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Administrative Assistant
Sanlam Limited- Bellville
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Administrative Assistant
Santam Insurance- Bellville
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assistant payroll and benefits administration professional ● ref no: cs 42/25
City of Cape Town- Wes-Kaap
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Administrative Assistant
Vine Recruitment- Stellenbosch