Office Manager

Lesley Snyman and associates; Johannesburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player in financial advisory seeks a dedicated support professional to enhance client services. This role involves assisting with investment research, compliance, and general office administration, ensuring smooth operations in a dynamic financial environment. With a focus on providing exceptional support to Independent Financial Advisors, the position requires a strong background in financial services, excellent organizational skills, and proficiency in Microsoft Office. If you are passionate about finance and eager to contribute to a team-oriented environment, this opportunity is perfect for you.

Qualifications

• Minimum 5 years' experience in financial services.
• FAIS-compliant qualification and RE5 certification required.

Responsibilities

• Provide administrative support to Independent Financial Advisors.
• Assist with investment research and maintain client records.

Skills

FAIS

RE5

Investments

Financial Services

Compliance

Office management

Fund administration

IFA support

Brokers

Financial Advisors

Fund management

Asset Management

Education

Matric (Grade 12)

Associate's Degree in a relevant field

Tools

Microsoft Office Suite

Job description

Support financial team by assisting with investment research, compliance, new business processing, and general office administration to ensure the effective delivery of client services in a financial advisory and fund management environment.

Minimum Requirements and Qualifications:

• Matric (Grade 12) and an Associate's Degree in a relevant field
• Minimum 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 (Excel, Word, Outlook, PowerPoint)
• Own reliable transport essential

Key Performance Areas:

• Provide administrative support to Independent Financial Advisors (IFAs) including processing new business and preparing client reports
• Assist with investment research and compiling suitability recommendations
• Maintain and update client records and documentation
• Support compliance-related tasks to ensure adherence to regulatory requirements
• Assist with marketing efforts and internal communication
• Handle fund administration duties and follow-up on investment transactions
• Perform general office management duties including scheduling meetings, ordering supplies, managing correspondence, and client service queries

Desired Skills:

• FAIS
• RE5
• Investments
• Financial Services
• Compliance
• Office management
• Fund administration
• IFA support
• Brokers
• Financial Advisors
• Fund management
• Asset Management

Desired Work Experience:

• 5 to 10 years Stock Broking / Asset Management
• 5 to 10 years Middle / Department Management

Desired Qualification Level:

• Grade 12 / Matric