SPI Wealth is a trusted financial services provider offering professional insurance and wealth management solutions. With a commitment to excellence and a brand identity rooted in integrity and earthy sophistication, we are looking for a capable and motivated individual to join our team.

Position Overview:
We are seeking a bilingual, computer-literate Administrative Assistant with strong organizational and communication skills to support our operations.

Key Responsibilities:
– Provide administrative support to financial advisers and management
– Handle client correspondence and maintain accurate records
– Assist with scheduling, filing, and document preparation
– Manage data entry and CRM updates
– Communicate effectively in both English and [Second Language]
– Support general office coordination and client service tasks
Requirements:
– Proficient in Microsoft Office and general computer applications
– Fluent in English and Afrikaans
– Strong attention to detail and time management skills
– Excellent verbal and written communication
– Previous experience in an administrative role within financial services is advantageous

Email: juan.esterhuizen@icloud.com