Money Management Solutions Administrator

MGI Bass Gordon; Cape Town; Vor Ort; ZAR 213.000 - 258.000; Vollzeit

Zusammenfassung

MGI Bass Gordon in Cape Town is seeking an proactive Administrator to join our team in a hands-on role within a financial services environment. The role focuses on client onboarding, FICA/KYC compliance, account opening, and ongoing client reviews, requiring meticulous attention to detail and strong organizational skills.

You will handle onboarding end-to-end, verify documents, and maintain records while liaising with clients, banks, and service providers.

Qualifikationen

• Experience in financial services, banking, investments, compliance, or administration.
• Strong understanding of FICA/KYC requirements and client onboarding processes.
• Excellent communication and organisational skills.
• Attention to detail and accuracy.
• Proficient in Microsoft Office, especially Excel, Outlook, and Word.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Aufgaben

• Manage end-to-end onboarding process for new clients.
• Review, verify, and maintain FICA/KYC documentation.
• Conduct ongoing client reviews and remediation processes.
• Follow up on outstanding compliance requirements.
• Ensure all account-opening documentation is complete and compliant.
• Maintain accurate client records and compliance files.
• Respond to client queries professionally and efficiently.
• Prepare, process, and maintain client documentation.
• Update client information on internal systems.
• Liaise with clients, banks, and third-party service providers.
• Assist with transaction processing and client account administration.
• Support reporting, reconciliations, and operational functions.
• Maintain organised electronic filing and record-keeping systems.

Kenntnisse

FICA/KYC onboarding

Multi-tasking

Organisational skills

Attention to detail

MS Office

Tools

Excel

Outlook

Word

Jobbeschreibung

About the Role

We are seeking a proactive, detail-oriented Administrator to join our team.

This is a hands-on role within a financial services environment that requires a true all-rounder. While the position includes a variety of administrative, operational, and client service responsibilities, the primary focus will be on client onboarding, FICA/KYC compliance, account opening, and ongoing client reviews.

The successful candidate will be highly organised, able to work independently, and committed to maintaining high standards of accuracy and client service.

Key Responsibilities

Client Onboarding & Compliance

• Manage the end-to-end onboarding process for new clients.
• Review, verify, and maintain FICA/KYC documentation.
• Conduct ongoing client reviews and remediation processes.
• Follow up on outstanding compliance requirements.
• Ensure all account-opening documentation is complete and compliant.
• Maintain accurate client records and compliance files.

Administration & Client Support

• Respond to client queries and requests professionally and efficiently.
• Prepare, process, and maintain client documentation.
• Update and maintain client information on internal systems.
• Liaise with clients, banks, and third-party service providers where required.

Operations & General Support

• Assist with transaction processing and client account administration.
• Support reporting, reconciliations, and operational functions.
• Maintain organised electronic filing and record-keeping systems.
• Assist with ad hoc administrative and operational tasks as required.

Requirements

• Previous experience in financial services, banking, investments, compliance, or administration.
• Sound understanding of FICA/KYC requirements and client onboarding processes.
• Strong administrative and organisational skills.
• Exceptional attention to detail and accuracy.
• Proficiency in Microsoft Office, particularly Excel, Outlook, and Word.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Personal Attributes

• Detail-oriented and highly organised.
• Self-motivated and able to work independently.
• Strong sense of responsibility and accountability.
• Adaptable and willing to assist across various business functions.
• Professional, client-focused, and a strong team player.

Preferred Experience

• Experience with client onboarding, ongoing reviews, or compliance administration.
• Exposure to money market, banking, investment, or wealth management environments.
• Experience working with financial and compliance systems.

Why Join Us?

• Be part of a small, dynamic team where your contribution makes a real impact.
• Gain exposure to both compliance and operational aspects of the financial services industry.
• Enjoy a varied role with opportunities to develop a broad skill set.

Recognising that diversity is key to excellence, MGI Bass Gordon especially encourages members of designated groups to apply.

The salary range for this role is R19 100 - R23 100 CTC.