Office Manager

SUMMARY:
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POSITION INFO:

Support the smooth and efficient running of the office by providing operational, administrative, and client-focused support. This role interacts closely with senior management and the investment team, contributing to high-quality client service and the professional growth of the business.

Qualifications and Minimum Requirements:

• Matric (Grade 12) 
• 5 years' experience in financial services (e.g. fund management, wealth management, stockbroking, life assurance, broker support)
• First Level FSCA Regulatory Exam (RE5)
• FAIS-compliant qualification
• Proficient in Microsoft Office Suite 
• Own reliable transport is essential

Key Performance Areas:

• Assist financial advisors with client onboarding and portfolio administration
• Prepare and maintain client reports and documentation
• Support fund administration processes and ensure operational efficiency
• Manage day-to-day office operations and coordinate office supplies, IT support, and facilities
• Maintain internal records and databases
• Provide reception and front-office support
• Assist with marketing initiatives and client communications
• Support preparation and distribution of regulatory and client-facing documentation
• Ensure processes align with regulatory requirements and internal control