Office Manager

Lesley Snyman & Associates; Gauteng; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services firm in Gauteng is seeking an Office Support Specialist to assist in operational, administrative, and client-focused tasks. The ideal candidate will have at least 5 years of experience in the financial services sector and be proficient in Microsoft Office Suite. Responsibilities include client onboarding, maintaining reports, and managing daily office operations. Reliable transport is essential for this role.

Qualifications

• 5 years' experience in financial services, such as fund management or wealth management.
• Own reliable transport is essential.

Responsibilities

• 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 and IT support.
• Provide reception and front-office support.
• Assist with marketing initiatives and client communications.

Skills

Proficient in Microsoft Office Suite

Client service skills

Organizational skills

Education

Matric (Grade 12)

FAIS-compliant qualification

First Level FSCA Regulatory Exam (RE5)

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