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Office Manager

Office Manager

Lesley Snyman and associates CCSandton, Gauteng, South Africa
7 days ago
Job description

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
  • #J-18808-Ljbffr

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    Office Manager • Sandton, Gauteng, South Africa

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