Financial Admin Officer: Client Service & Compliance

Shift Pursuit; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Shift Pursuit seeks an experienced Administrative Officer to support the financial advisory team and ensure smooth day-to-day office operations. The role requires meticulous organisation, confidentiality, and strong client service skills.

The ideal candidate has 5+ years in financial services, excellent communication in Afrikaans and English, and proficiency in Microsoft Office. You will handle reception, documentation, CRM updates, and regulatory compliance tasks.

Qualifications

• Minimum of 5 years’ experience within the financial services industry.
• Proven experience in an administrative and/or office management role.
• Previous experience within the financial planning industry will be advantageous.
• Excellent organisational and administrative skills.
• High level of accuracy and exceptional attention to detail.
• Ability to work independently and manage multiple priorities.
• Excellent interpersonal and client service skills.
• Professional verbal and written communication skills in both Afrikaans and English.
• Ability to handle confidential information with discretion.
• Strong ethical values and professionalism.
• Proficiency in Microsoft Office (Word, Excel, Outlook, and related applications).
• Advantageous: Accounting background or legal background; FAIS/FICA and compliance experience.

Responsibilities

• Provide comprehensive administrative support to Financial Advisors.
• Manage the day-to-day administration of the office.
• Handle general correspondence, filing systems, and document management.
• Perform reception duties, including welcoming clients and managing incoming telephone calls.
• Build and maintain professional relationships with clients, product providers, and service providers.
• Deliver exceptional client service while maintaining strict confidentiality.
• Follow up with clients regarding outstanding documentation and queries.
• Schedule and coordinate client appointments and meetings.
• Prepare documentation for client meetings and ensure all required documentation is completed.
• Maintain accurate client records and update the CRM system, including compliance documentation.
• Prepare investment applications, long-term insurance applications, and related documentation through to completion.
• Assist with compliance and regulatory administration, including FAIS and FICA requirements.

Skills

Administrative support

Office management

Client service

Attention to detail

Multitasking

Discretion with confidential info

Communication (Afrikaans & English)

Microsoft Office proficiency

Education

Accounting background

Legal background

FAIS/FICA compliance knowledge

Tools

Microsoft Office

Job description

Shift Pursuit seeks an experienced Administrative Officer to support the financial advisory team and ensure smooth day-to-day office operations. The role requires meticulous organisation, confidentiality, and strong client service skills.

The ideal candidate has 5+ years in financial services, excellent communication in Afrikaans and English, and proficiency in Microsoft Office. You will handle reception, documentation, CRM updates, and regulatory compliance tasks.