Office Manager

Lesley Snyman & Associates; Sandton; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm in Sandton is looking for a motivated individual to support office operations and provide client-focused assistance. The ideal candidate will have at least 5 years of experience in the financial sector, proficiency in Microsoft Office, and a strong understanding of regulatory requirements. This role involves client onboarding, documentation preparation, and day-to-day office management.

Qualifications

• 5 years’ experience in financial services, such as wealth management or broker support.
• Excellent interpersonal and communication skills.
• Ability to handle multiple tasks effectively.

Responsibilities

• Assist financial advisors with client onboarding and portfolio administration.
• Prepare and maintain client reports and documentation.
• Manage day-to-day office operations and coordinate supplies.

Skills

Client-focused support

Operational efficiency

Microsoft Office Suite

Reception support

Education

Matric (Grade 12)

FAIS-compliant qualification

First Level FSCA Regulatory Exam (RE5)

Job description

Summary: Position Info

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