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ADMIN ASSISTANTS
Job Location:
Job Location:
Richards Bay - South Africa
Monthly Salary:
ZAR 25400 - 25400
Monthly Salary:
Posted:
10 June 2026 (30+ days ago)
Posted:
Application Deadline:
7 September 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
MAIN DUTIES & RESPONSIBILITIES:
Communicating with clients telephonically and electronically
Compliance - FICA FAIS & Due Diligence (data gathering and Beeswax)
Data Capture on CRM system (Elite Wealth) updating existing and new client info & record keeping (workflows/tasks)
Forms administration (Prepopulating apps sending to clients managing the return and capturing of the forms/submitting to the Financial Institute) - for investments risk medical aid and Employee Benefits
Processing instructions - redemptions Section 14 37 & 42 Transfers adhocs and switches for local and offshore investments for clients.
Preparing client quotes and comparisons with the various Financial Service Providers
Working with the paraplanner to prepare client proposals
Preparation of reports agendas presentations and spreadsheets for internal meetings and meetings with clients
General admin support. EMAIL CV TO ;
Communicating with clients telephonically and electronically
Compliance - FICA FAIS & Due Diligence (data gathering and Beeswax)
Data Capture on CRM system (Elite Wealth) updating existing and new client info & record keeping (workflows/tasks)
Forms administration (Prepopulating apps sending to clients managing the return and capturing of the forms/submitting to the Financial Institute) - for investments risk medical aid and Employee Benefits
Processing instructions - redemptions Section 14 37 & 42 Transfers adhocs and switches for local and offshore investments for clients.
Preparing client quotes and comparisons with the various Financial Service Providers
Working with the paraplanner to prepare client proposals
Preparation of reports agendas presentations and spreadsheets for internal meetings and meetings with clients
General admin support. EMAIL CV TO ;
