Administrative Assistant

Role overview

ACG Growth Partners™ is recruiting an Administrative Assistant on behalf of a wealth and investment management practice in Somerset West.

The role supports the practice’s Financial Advisers and Paraplanner, who specialise in investment management. Its purpose is excellent client service through clear communication, whether verbal, written or in person. That means client-centric administrative support to the advisers in the team, and handling follow-up correspondence with clients, beneficiaries and third-party providers.

The role suits someone with previous broker’s assistant or broker’s secretarial experience who has dealt specifically with investment administration instructions and follow-ups for at least three to five years.

Key responsibilities

• Collate all documentation needed for investment instructions, payments and client accounting, then prepare and capture it on internal systems.
• Take accountability for electronic and hard-copy filing relating to investment administration, and for advisory record keeping as required by FAIS and FICA.
• Ensure that all investment and payment instructions are compliant.
• Liaise with clients directly, attend to and resolve their queries, build relationships and understand their service requirements.
• Maintain the client management system.
• Collate all monthly and quarterly client reporting.
• Prepare, collate and distribute quarter-end statements.
• Provide general secretarial support, including typing and filing of client correspondence.

Minimum requirements

• Matric.
• An administrative diploma.
• Three to five years’ experience as a broker’s assistant or broker’s secretary, dealing with investment administration instructions and follow-ups.
• Working knowledge of the Allan Gray, Glacier and Ninety One systems. This is key to the role.
• A high level of financial industry knowledge.
• Intermediate computer literacy, including SharePoint, the Microsoft Office suite and Excel at an intermediate level.
• Typing speed of 50 words per minute or more.
• Own transport.

Skills and competencies

Technical

• Proficiency in Microsoft Excel, Word, PowerPoint, Outlook and SharePoint.
• An understanding of investment products, including unit trusts, tax-free savings accounts, offshore wrappers, mutual funds and ETFs.

Administrative

• Strong organisational and time management abilities.
• Attention to detail and accuracy when handling financial data.
• Document preparation and filing systems.
• Calendar management and meeting coordination.
• Client communication and relationship management.

Financial knowledge

• An understanding of investment terminology and concepts.
• Knowledge of regulatory requirements.
• Familiarity with financial statements and reports.
• A basic understanding of market operations and trading processes.

Communication

• Professional written and verbal communication.
• The ability to interact with high-net-worth clients.
• Good telephone etiquette and a client service orientation.
• Presentation skills for preparing reports and materials.

Personal attributes

Someone who works independently, shows initiative and solves problems without being asked. The practice needs a person who can cope in a fast-moving, high-pressure environment, meet tight deadlines and adapt as priorities change. Discretion with sensitive financial information is essential, as is a professional manner with clients.

Remuneration and working arrangements

R25,000 cost to company per month, negotiable, with a 13th cheque structure and 21 days’ annual leave. Permanent, full-time position. Four days per week in the Somerset West office and one day per week remote.