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 administrationPrepare and maintain client reports and documentationSupport fund administration processes and ensure operational efficiencyManage day-to-day office operations and coordinate office supplies, IT support, and facilitiesMaintain internal records and databasesProvide reception and front-office supportAssist with marketing initiatives and client communicationsSupport preparation and distribution of regulatory and client-facing documentationEnsure processes align with regulatory requirements and internal control#J-18808-Ljbffr