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
