TEAM LEADER: FINANCE ADMINISTRATION

SUMMARY:
To lead and mentor the administrative team, coordinate workflows, and ensure client support.

POSITION INFO:

To provide comprehensive administrative leadership and support within the financial and wealth management environment. This role combines hands-on administrative duties with team leadership responsibilities, ensuring efficient operations, compliance with industry regulations, and superior client service delivery. The position requires a proactive, highly organized individual with strong communication, multitasking, and problem-solving skills.

Formal Education and Experience:

• National Senior Certificate (Grade 12 / Matric) – NQF Level 4
• 3–5 years’ experience in a senior administrative or team leader role within the wealth management and financial services sector
• Proven track record in team leadership, office administration, and process improvement
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Fluent in Afrikaans and English (spoken, written, and read)
• Knowledge of FICA, FAIS, and financial industry compliance requirements
• Experience in project coordination or change management advantageous

Key Responsibilities:

• Administrative and Operational Support
  • Oversee and participate in day-to-day administrative processes to ensure efficient and compliant operations.
  • Prepare, edit, and distribute professional correspondence, reports, and documentation.
  • Ensure all client documentation meets FICA and FAIS requirements.
  • Handle confidential information and maintain accurate client and organizational records.
  • Manage incoming calls and client correspondence promptly and professionally.
  • Coordinate and prepare materials for client meetings and ensure accurate recordkeeping.
  • Ensure office supplies, equipment, and vendor relationships are efficiently managed.
• Leadership and Team Management
  • Lead, supervise, and develop the administrative support team.
  • Allocate workloads, monitor performance, and provide ongoing mentorship and training.
  • Foster a positive, collaborative, and accountable work culture.
  • Conduct performance reviews and implement improvement plans where necessary.
  • Support onboarding of new administrative staff and oversee continuous team development.
• Process Improvement and Compliance
  • Evaluate and streamline administrative workflows for improved efficiency.
  • Ensure adherence to internal policies, procedures, and regulatory standards.
  • Implement best practices to optimize service delivery and client satisfaction.
  • Assist in compiling performance reports and presenting insights to senior management.
• Client Relations
  • Serve as a primary point of contact for clients and internal stakeholders.
  • Demonstrate professionalism, empathy, and discretion in all client interactions.
  • Manage client queries, complaints, and follow-ups in coordination with wealth specialists.
  • Analyze client needs and provide informed, efficient responses under pressure.
  • Maintain up-to-date and accurate client databases and communication records.