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Financial Admin Assistant: Insurance & Investments

Staffwise | cape town, South-Africa | Posted June 24, 2026

Position Overview

Staffwise is seeking an organised and efficient Administrative Assistant in Cape Town to support financial advisors. The ideal candidate will assist with financial administration, client communication, and compliance tasks. Candidates should have at least 2-3 years of experience in an insurance or financial advisory environment, with strong administration skills.

Responsibilities include client data capture, processing forms, and preparing reports. A solid understanding of insurance policies and proficiency in Microsoft Office is required.

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