11 Admin Support jobs in South Africa

Portfolio Management Admin Support - Remote

Gauteng, Gauteng SA Sales Fraternity

Posted 4 days ago

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Job Description

workfromhome

SUMMARY :

Portfolio Management Admin Support - Remote

POSITION INFO : About our Client :

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

  • Preparation of lump sum business applications and presales support to advisers
  • Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
  • Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
  • Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
  • Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
  • Withdrawal and account closure procedures
  • Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
  • Ongoing AML monitoring and updates for FINMA compliance
  • Client Review Pack preparation for upload to Client Portal (Money Info)
  • Portfolio Management CRM data management

Skills required :

Professional and Educational Background

  • Diploma in Financial Planning preferred but not essential. 5+ years’ experience in a financial services role – preferably in an existing Wealth Management business or banking background.
  • Self-starter capable of working independently remotely
  • Technical and Financial Knowledge

  • Strong understanding of financial instruments (e.g., equities, bonds, real estate, ETFs, mutual funds, structured notes, etc.)
  • Knowledge of regulatory frameworks
  • Understanding of valuation policies and procedures
  • Understanding of investment terminology
  • Understanding of application processes and business submission (new business) processes
  • Systems and Tools Proficiency

  • Strong Excel skills and Microsoft Office (Word, Teams)
  • Experience with DocuSign preferred (online signature software)
  • Proficiency with Outlook calendar and email management
  • Experience using CRM platforms
  • Regulatory and Compliance Awareness

  • Experience with regulatory requirements, (AUM) reporting standards, and compliance documentation
  • Understanding of KYC / AML processes as they relate to asset administration
  • Familiarity with compliance protocols, especially around confidentiality, KYC, and data protection
  • Communication and Interpersonal Skills

  • Strong written and verbal communication skills with the ability to collaborate with fund managers, custodians, and investors
  • Client-service orientation
  • Analytical and Problem-Solving Abilities

  • Capacity to interpret data, resolve discrepancies, and propose process improvements
  • Strong attention to detail
  • Mandatory requirements :

  • A laptop or desktop computer
  • Reliable internet connection (proof required, e.g., recent provider bill)
  • Backup power solution to ensure online availability during load shedding
  • Contract Specifications :

  • Start ASAP, ideally between October 1st and November 1st
  • 100% remote work from 08:30 to 17:30 CET (1-hour lunch)
  • 25 days of holidays (including 16 days after planned office closures plus Swiss bank holidays)
  • #J-18808-Ljbffr
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    Admin Support Agent (Accounts Receivable)

    Teneoschool

    Posted 9 days ago

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    Job Description

    workfromhome

    We believe that every learner deserves access to quality education that unlocks their full potential. As SA’s No. 1 online school, our mission is to help every learner achieve their personal best.

    Our team is pioneering the future of education by leveraging technology and human ingenuity to enable better results for every child.

    Our values – innovation, collaboration, and performance – guide how we work, how we grow, and how we make a difference every day.

    When you join Teneo, you become part of a purpose-led, future-focused team that’s reimagining education.

    Ready to help unlock the extraordinary in every child?

    Join us.

    Role Overview

    Teneo is currently looking for a detail-oriented and service-driven Admin Support Agent (Accounts Receivable) to join our Finance team. The ideal candidate will be responsible for maintaining accurate financial records, managing invoicing and collections, and resolving payment queries while delivering empathetic customer service.

    Key Responsibilities
    • Issue invoices and monthly statements accurately and on schedule.

    • Process and allocate incoming payments; reconcile customer accounts.

    • Execute polite yet effective collections on overdue balances and suspended accounts.

    • Liaise with Technical Support, Admissions, Academic, and Finance teams to resolve billing issues.

    • Maintain compliance with financial regulations and internal policies; drive continuous improvement.

    Core Competencies & Skills
    • Financial acumen, analytical thinking, and meticulous attention to detail.

    • Proficiency with accounting systems and spreadsheets (Excel, HubSpot).

    • Strong written & verbal communication; customer-centric mindset.

    • Time-management and problem-solving in a high-volume environment.

    Qualifications
    • Matric; diploma in finance/accounting advantageous.

    • Prior accounts-receivable or billing experience (education or SaaS environment preferred).

    Why Join Teneo

    Combine finance expertise with purpose-driven impact—keeping our learning ecosystem running smoothly.

    Department: Customer Success – Admin Support|Reports to: Customer Success Lead

    #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.

    Admin Support Agent (Accounts Receivable)

    Cape Town, Western Cape Teneo Online School

    Posted 13 days ago

    Job Viewed

    Tap Again To Close

    Job Description

    We believe that every learner deserves access to quality education that unlocks their full potential. As SA’s No. 1 online school, our mission is to help every learner achieve their personal best.

    Our team is pioneering the future of education by leveraging technology and human ingenuity to enable better results for every child.

    Our values – innovation, collaboration, and performance – guide how we work, how we grow, and how we make a difference every day.

    When you join Teneo, you become part of a purpose-led, future-focused team that’s reimagining education.

    Ready to help unlock the extraordinary in every child?

    Join us.

    Role Overview

    Teneo is currently looking for a detail-oriented and service-driven Admin Support Agent (Accounts Receivable) to join our Finance team. The ideal candidate will be responsible for maintaining accurate financial records, managing invoicing and collections, and resolving payment queries while delivering empathetic customer service.

    Key Responsibilities

    • Issue invoices and monthly statements accurately and on schedule.
    • Process and allocate incoming payments; reconcile customer accounts.
    • Execute polite yet effective collections on overdue balances and suspended accounts.
    • Liaise with Technical Support, Admissions, Academic, and Finance teams to resolve billing issues.
    • Maintain compliance with financial regulations and internal policies; drive continuous improvement.

    Core Competencies & Skills

    • Financial acumen, analytical thinking, and meticulous attention to detail.
    • Proficiency with accounting systems and spreadsheets (Excel, HubSpot).
    • Strong written & verbal communication; customer-centric mindset.
    • Time-management and problem-solving in a high-volume environment.

    Qualifications

    • Matric; diploma in finance/accounting advantageous.
    • Prior accounts-receivable or billing experience (education or SaaS environment preferred).

    Why Join Teneo

    Combine finance expertise with purpose-driven impact—keeping our learning ecosystem running smoothly.

    Department: Customer Success – Admin Support|Reports to: Customer Success Lead #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.

    Admin Support Agent (Accounts Receivable)

    Teneo Education

    Posted 13 days ago

    Job Viewed

    Tap Again To Close

    Job Description

    We believe that every learner deserves access to quality education that unlocks their full potential. As SA’s No. 1 online school, our mission is to help every learner achieve their personal best.

    Our team is pioneering the future of education by leveraging technology and human ingenuity to enable better results for every child.

    Our values – innovation, collaboration, and performance – guide how we work, how we grow, and how we make a difference every day.

    When you join Teneo, you become part of a purpose-led, future-focused team that’s reimagining education.

    Ready to help unlock the extraordinary in every child?

    Join us.

    Role Overview

    Teneo is currently looking for a detail-oriented and service-driven Admin Support Agent (Accounts Receivable) to join our Finance team. The ideal candidate will be responsible for maintaining accurate financial records, managing invoicing and collections, and resolving payment queries while delivering empathetic customer service.

    Key Responsibilities
    • Issue invoices and monthly statements accurately and on schedule.

    • Process and allocate incoming payments; reconcile customer accounts.

    • Execute polite yet effective collections on overdue balances and suspended accounts.

    • Liaise with Technical Support, Admissions, Academic, and Finance teams to resolve billing issues.

    • Maintain compliance with financial regulations and internal policies; drive continuous improvement.

    Core Competencies & Skills
    • Financial acumen, analytical thinking, and meticulous attention to detail.

    • Proficiency with accounting systems and spreadsheets (Excel, HubSpot).

    • Strong written & verbal communication; customer-centric mindset.

    • Time-management and problem-solving in a high-volume environment.

    Qualifications
    • Matric; diploma in finance/accounting advantageous.

    • Prior accounts-receivable or billing experience (education or SaaS environment preferred).

    Why Join Teneo

    Combine finance expertise with purpose-driven impact—keeping our learning ecosystem running smoothly.

    Department: Customer Success – Admin Support|Reports to: Customer Success Lead

    #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.

    Admin Support Agent (Accounts Receivable)

    Teneo Education

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    We believe that every learner deserves access to quality education that unlocks their full potential. As SA’s No. 1 online school, our mission is to help every learner achieve their personal best.

    Our team is pioneering the future of education by leveraging technology and human ingenuity to enable better results for every child.

    Our values – innovation, collaboration, and performance – guide how we work, how we grow, and how we make a difference every day.

    When you join Teneo, you become part of a purpose-led, future-focused team that’s reimagining education.

    Ready to help unlock the extraordinary in every child? Join us. Role Overview

    Teneo is currently looking for a detail-oriented and service-driven Admin Support Agent (Accounts Receivable) to join our Finance team. The ideal candidate will be responsible for maintaining accurate financial records, managing invoicing and collections, and resolving payment queries while delivering empathetic customer service.

    Key Responsibilities
    • Issue invoices and monthly statements accurately and on schedule.
    • Process and allocate incoming payments; reconcile customer accounts.
    • Execute polite yet effective collections on overdue balances and suspended accounts.
    • Liaise with Technical Support, Admissions, Academic, and Finance teams to resolve billing issues.
    • Maintain compliance with financial regulations and internal policies; drive continuous improvement.
    Core Competencies & Skills
    • Financial acumen, analytical thinking, and meticulous attention to detail.
    • Proficiency with accounting systems and spreadsheets (Excel, HubSpot).
    • Strong written & verbal communication; customer-centric mindset.
    • Time-management and problem-solving in a high-volume environment.
    Qualifications
    • Matric; diploma in finance/accounting advantageous.
    • Prior accounts-receivable or billing experience (education or SaaS environment preferred).
    Why Join Teneo

    Combine finance expertise with purpose-driven impact—keeping our learning ecosystem running smoothly.

    Department: Customer Success – Admin Support|Reports to: Customer Success Lead

    #J-18808-Ljbffr

    This advertiser has chosen not to accept applicants from your region.

    Admin support agent (accounts receivable)

    Teneo Education

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    permanent
    We believe that every learner deserves access to quality education that unlocks their full potential. As SA’s No. 1 online school, our mission is to help every learner achieve their personal best. Our team is pioneering the future of education by leveraging technology and human ingenuity to enable better results for every child. Our values – innovation, collaboration, and performance – guide how we work, how we grow, and how we make a difference every day. When you join Teneo, you become part of a purpose-led, future-focused team that’s reimagining education. Ready to help unlock the extraordinary in every child?Join us. Role Overview Teneo is currently looking for a detail-oriented and service-driven Admin Support Agent (Accounts Receivable) to join our Finance team. The ideal candidate will be responsible for maintaining accurate financial records, managing invoicing and collections, and resolving payment queries while delivering empathetic customer service. Key Responsibilities Issue invoices and monthly statements accurately and on schedule.Process and allocate incoming payments; reconcile customer accounts.Execute polite yet effective collections on overdue balances and suspended accounts.Liaise with Technical Support, Admissions, Academic, and Finance teams to resolve billing issues.Maintain compliance with financial regulations and internal policies; drive continuous improvement. Core Competencies & Skills Financial acumen, analytical thinking, and meticulous attention to detail.Proficiency with accounting systems and spreadsheets (Excel, Hub Spot).Strong written & verbal communication; customer-centric mindset.Time-management and problem-solving in a high-volume environment. Qualifications Matric; diploma in finance/accounting advantageous.Prior accounts-receivable or billing experience (education or Saa S environment preferred). Why Join Teneo Combine finance expertise with purpose-driven impact—keeping our learning ecosystem running smoothly. Department: Customer Success – Admin Support|Reports to: Customer Success Lead #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.

    Admin support agent (accounts receivable)

    Teneo Education

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    permanent
    We believe that every learner deserves access to quality education that unlocks their full potential. As SA’s No. 1 online school, our mission is to help every learner achieve their personal best. Our team is pioneering the future of education by leveraging technology and human ingenuity to enable better results for every child. Our values – innovation, collaboration, and performance – guide how we work, how we grow, and how we make a difference every day. When you join Teneo, you become part of a purpose-led, future-focused team that’s reimagining education. Ready to help unlock the extraordinary in every child?Join us. Role Overview Teneo is currently looking for a detail-oriented and service-driven Admin Support Agent (Accounts Receivable) to join our Finance team. The ideal candidate will be responsible for maintaining accurate financial records, managing invoicing and collections, and resolving payment queries while delivering empathetic customer service. Key Responsibilities Issue invoices and monthly statements accurately and on schedule.Process and allocate incoming payments; reconcile customer accounts.Execute polite yet effective collections on overdue balances and suspended accounts.Liaise with Technical Support, Admissions, Academic, and Finance teams to resolve billing issues.Maintain compliance with financial regulations and internal policies; drive continuous improvement. Core Competencies & Skills Financial acumen, analytical thinking, and meticulous attention to detail.Proficiency with accounting systems and spreadsheets (Excel, Hub Spot).Strong written & verbal communication; customer-centric mindset.Time-management and problem-solving in a high-volume environment. Qualifications Matric; diploma in finance/accounting advantageous.Prior accounts-receivable or billing experience (education or Saa S environment preferred). Why Join Teneo Combine finance expertise with purpose-driven impact—keeping our learning ecosystem running smoothly. Department: Customer Success – Admin Support|Reports to: Customer Success Lead #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.
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    Admin, Office Support & Services

    ELCB Information Services (Pty) Ltd

    Posted 13 days ago

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    Job Description

    Elcb Information Services Job Description

    Engage with potential and existing clients, offering information about products and services . Maintain positive relationships with clients to ensure excellent customer service and repeat business.

    Provide product and service information and assist with troubleshooting. Collaborate with sales, operations, and support teams to ensure seamless customer service .

    Client Engagement: Respond to enquiries, provide product and service information , and assist in developing relationships with prospective and existing clients. Customer Service & Retention: Ensure a positive client experience by addressing enquiries, handling complaints, and maintaining professional relationships.

    Experience: 2-5 years in sales or customer service experience, preferably in a corporate environment. Professionalism: Maintain confidentiality, present a well-groomed and professional appearance, and provide excellent customer service .

    Detail-oriented and accurate information and quality service is key. This is a hands-on role in a fast-paced environment, offering exposure to customer service , sales support, operations, finance, and marketing. Assist clients in booking meeting rooms, desks, and offices, ensuring fast and efficient service . Manage a high volume of requests, prioritising effectively to meet service level agreements (SLAs). Capture customer feedback to help improve our service and platform.

    Responsibilities: Gather information to provide services to clients. Provide information on funeral service options, products, or merchandise and maintain a casket display area. Obtain information needed to complete legal documents, such as death certificates or burial permits. Open and maintain customer accounts by recording account information . Recommend potential products or upsell services to clients.

    Note: This job description may be subject to change as the needs of the organization evolve.

    #J-18808-Ljbffr
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    Admin & Operations Support Specialist

    Gauteng, Gauteng Somewhere

    Posted 13 days ago

    Job Viewed

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    Job Description

    workfromhome

    Position: Remote Administrative & Operations Support Specialist
    Location: Remote (U.S. Time Zone Alignment Preferred)
    Company: (Confidential)
    Employment Type: Full-Time, Contract

    About the Role

    We are seeking a highly organized and detail-oriented Administrative & Operations Support Specialist to assist our team with a variety of manual and support-related tasks. This role plays a critical part in maintaining operational efficiency and ensuring the accuracy of session documentation, billing, and communication workflows.

    You’ll work closely with clinical and administrative staff to manage documentation, support claims and authorization workflows, and handle inbound/outbound communication that involves collecting required information or documentation.

    Key Responsibilities

    Download and attach relevant documents to session notes in the appropriate systems.

    Check for duplicate insurance claims and verify authorization statuses.

    Investigate and flag discrepancies or missing authorizations.

    Make and receive calls to collect necessary documentation or provide follow-up as needed.

    Organize and manage sensitive information in accordance with HIPAA guidelines.

    Collaborate with other internal departments (billing, scheduling, clinical) to ensure task completion.

    Perform other administrative support tasks as needed.

    Requirements

    Previous experience in administrative, healthcare, or behavioral health support roles.

    Strong attention to detail and excellent organizational skills.

    Proficient in using cloud-based tools (e.g., Google Workspace, Microsoft Office, EHR or CRM platforms).

    Excellent communication skills—written and verbal.

    Comfortable making outbound calls and handling inbound requests.

    Ability to work independently and manage multiple tasks concurrently.

    Experience with claims processing or insurance verification is a strong plus.

    Familiarity with HIPAA compliance is a bonus.

    Preferred Qualifications

    Experience working with Electronic Health Record (EHR) systems.

    Prior work in telehealth, behavioral health, or a healthcare provider environment.

    Based in a U.S.-friendly time zone.

    What We Offer

    Competitive hourly rate or salary based on experience.

    Remote work flexibility.

    Opportunity to contribute to a mission-driven team making a difference in mental health access.

    Supportive and collaborative team environment.

    #J-18808-Ljbffr
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    Admin, office support & services

    ELCB Information Services

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    permanent
    Elcb Information Services Job Description Engage with potential and existing clients, offering information about products and services . Maintain positive relationships with clients to ensure excellent customer service and repeat business. Provide product and service information and assist with troubleshooting. Collaborate with sales, operations, and support teams to ensure seamless customer service . Client Engagement: Respond to enquiries, provide product and service information , and assist in developing relationships with prospective and existing clients. Customer Service & Retention: Ensure a positive client experience by addressing enquiries, handling complaints, and maintaining professional relationships. Experience: 2-5 years in sales or customer service experience, preferably in a corporate environment. Professionalism: Maintain confidentiality, present a well-groomed and professional appearance, and provide excellent customer service . Detail-oriented and accurate information and quality service is key. This is a hands-on role in a fast-paced environment, offering exposure to customer service , sales support, operations, finance, and marketing. Assist clients in booking meeting rooms, desks, and offices, ensuring fast and efficient service . Manage a high volume of requests, prioritising effectively to meet service level agreements (SLAs). Capture customer feedback to help improve our service and platform. Responsibilities: Gather information to provide services to clients. Provide information on funeral service options, products, or merchandise and maintain a casket display area. Obtain information needed to complete legal documents, such as death certificates or burial permits. Open and maintain customer accounts by recording account information . Recommend potential products or upsell services to clients. Note: This job description may be subject to change as the needs of the organization evolve. #J-18808-Ljbffr
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