Office Manager

Lesley Snyman and associates CC; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Sandton is seeking an Administrative Support Specialist to assist financial advisors and manage office operations. This role requires 5 years of experience in financial services, proficiency in Microsoft Office, and the ability to provide exceptional client service. The ideal candidate will support onboarding, documentation, and ensure regulatory compliance within the office environment. A Matric qualification and reliable transport are essential.

Qualifications

• 5 years' experience in financial services.
• 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.
• Provide reception and front-office support.

Skills

Client-focused support

Proficient in Microsoft Office Suite

Client onboarding

Portfolio administration

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