- East Rand
- Salary: Market Related
- Job Type: Permanent
- Sectors: Admin Insurance Investment
- Reference: Admin Assistant
Vacancy Details
Employer: EQ-FIN
EQ-Fin is one of Liberty's top producing franchises.
Are you highly organized, detail-oriented, and looking to build a long-term career in financial services?
We are offering an exciting opportunity to join a dynamic financial advisory practice, where you’ll work closely with a Personal Assistant and gain valuable exposure to the financial planning industry. This role is perfect for someone eager to learn, grow, and develop within a professional environment.
Candidate Requirements
What You’ll Be Doing
You’ll play a key role in supporting the smooth running of the practice by:
- Assisting with client administration and onboarding processes
- Preparing and organizing client documentation and files
- Following up on outstanding information and keeping records up to date
- Supporting application submissions and tracking progress
- Coordinating appointments, confirmations, and reminders
- Assisting with general office administration and team support
What We’re Looking For
We’re looking for someone who is:
- Highly organized with strong attention to detail
- Professional, reliable, and eager to learn
- Comfortable working with systems and Microsoft Office
- A strong communicator with a positive attitude
- Able to manage multiple tasks and meet deadlines
Qualifications & Experience
- Previous admin experience (advantageous but not essential)
- Exposure to financial services (beneficial)
- Matric (essential), further studies (advantageous)
Why Join Us?
- Gain hands-on experience in the financial services industry
- Work in a supportive, professional environment
20 people have applied for this job. 172 people have viewed this job.
About EQ-FIN
EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry.
While we distribute Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives to provide even more, and assures you of our service.
We are determined to be the first choice for clients, financial advisors and Liberty Life in the South African financial services sector, and to become the largest, tied independent insurance distribution company in the world.
We aim to contract 500 individual advisors to Liberty Life, this in turn ensures that at least 3000 people are being fed daily. They are therefore able to work or be educated. It is our belief that job creation creates a healthy South Africa.
More Jobs at EQ-FIN
Financial Planning Graduate (Trainee Assistant)
- East Rand
- Job Type: Permanent
- Posted 31 Mar 2026 | 60 Days left
Personal Assistant to Senior Financial Advisor (Liberty)
- East Rand
- Job Type: Permanent
- Posted 31 Mar 2026 | 60 Days left
Liberty | Wealth Planner | Training from 1st day
- Gauteng
- Job Type: Permanent
- Posted 30 Mar 2026 | 8 Days left
Liberty | Wealth Planner | Training from 1st day
- Western Cape
- Job Type: Permanent
- Posted 30 Mar 2026 | 8 Days left