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Secretary (Financial Services)

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Admin Insurance
Reference: SW005968/AM

Apply before Jan 31 2026 | 54 Days left

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Vacancy Details

Employer: Helderberg Personnel cc

My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.

Main duties and responsibilities include:

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;
Filing, capturing client data, updating spreadsheets and word documents;
Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
Follow-up all client transactions, implementation of new business etc;
Drawing statements from service providers and summarising client portfolio information;
Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
Assist with FAIS and FICA compliance and any other compliance requirements
Scan to file all new business documents in client folder.
General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
Be telephonically available for client queries, and act as initial point of contact for client queries.
Maintain an appropriate filing and recording system – both hardcopies and electronically.
Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.
It is essential that the candidate has the ability to multitask and to work under pressure.

Requirements:

Grade 12 (Essential).
3+ years’ experience at a financial advisory practice is advantageous
Post Matric qualification will be an advantage
Strong written and verbal language skills both Afrikaans and English essential
Strong computer skills essential
Own vehicle, transport and driver's license essential.

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.