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Financial Administrative Specialist : Wealth Management Team 27 / 03 / 2025 Closed

Financial Administrative Specialist : Wealth Management Team 27 / 03 / 2025 Closed

Strategic Talent SolutionsWorkFromHome, Western Cape, South Africa
9 hours ago
Job description

Overview

Looking for your next exciting opportunity in the wealth investment industry? Our client is on the hunt for a dynamic, highly organized, and detail-oriented Financial Administrative Specialist to join their team! If you thrive in a fast-paced environment, love keeping things running smoothly, and have a keen eye for the finer details, this role could be perfect for you. Bring your energy, precision, and passion for finance to a company that values expertise and efficiency. Sound like you? Let's chat!

Role fit

  • You thrive in medium size companies where you know your peers and you are not just a number.
  • You enjoy administration and find it rewarding to organize, neaten and make sure everything is compliant.
  • You don't get easily overwhelmed with paperwork – manual and electronic.
  • You like to be of service and enjoy client contact.
  • You have got a knack for getting things done and following up with document flow from providers.
  • You like having a place of work to go to and a professional environment suits your style.

Responsibilities

  • Prepare and onboard new client investments.
  • Liaise continuously with internal and external providers to ensure implementation of and completion of investment admin process.
  • Preparation of client review packs for signature and approval.
  • Liaise with clients directly where necessary.
  • FICA / FAIS compliance.
  • Organise, support wealth manager towards excellence.

    • Qualifications

  • Experience in an administrative context where compliance is important : FICA / FAIS and similar.
  • Experience supporting a technical professional – financial planning / broker assistant or similar.
  • A relevant tertiary qualification will ensure you learn fast if you have some background in finance / investments.

    • 4 Days work in office Monday to Thursday

    1 Day work from home Friday (After probation period)

    Lucrative package negotiable dependent on experience and skills

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    Financial Management • WorkFromHome, Western Cape, South Africa