Job description

Company Overview

Advisor Support delivers back-office and administrative services to financial advisers and independent brokers nationwide. The company’s purpose is to reduce operational load for its clients so they can concentrate on client service and business growth. The team works alongside professionals in financial services and supports a range of business structures and practice types. Dependability, polished conduct, and clear communication are central to the way the company works with clients.

Role Overview

This is a full-time remote position for an Administrative Assistant, responsible for providing daily administrative support to financial advisers and independent brokers. The role includes managing calendars, arranging meetings, keeping documents organized, and ensuring records remain accurate and up to date. You will also manage calls and emails professionally, direct enquiries to the right place, and follow up promptly when needed. In addition, the position involves preparing simple reports, assisting with data entry, and handling routine office tasks such as filing, formatting documents, and updating client details. Working closely with advisers and internal colleagues to keep workflows efficient and service delivery consistent is a key part of the job.

Key Duties

Coordinate schedules, appointments, and calendar activities.
Organize files, documents, and client records in a structured way.
Answer telephone calls and manage email communication with a professional tone.
Direct incoming queries and ensure timely follow-up.
Prepare basic reports and support routine data-entry tasks.
Handle clerical work such as filing, formatting documents, and maintaining client information.
Support advisers and internal team members to help operations run smoothly.

Qualifications and Skills

Hands-on experience with administrative tasks, including scheduling, calendar coordination, and record maintenance.
Strong telephone manner and clear, respectful communication for client-facing interactions.
Experience supporting senior professionals with prioritization, reminders, and follow-through.
Good clerical abilities, including data entry, document handling, and basic report creation.
Comfort using office software and online collaboration tools such as email, spreadsheets, document systems, and video conferencing.
Ability to work autonomously in a remote setup while managing several tasks at once.
Careful attention to detail, dependable work habits, and professional written and verbal communication.
Experience in financial services or other professional services environments is an advantage.

Work Arrangements

This role is full-time and remote, based in South Africa.