Onboarding Coordinator - Financial Services I Cape Town

Salesworx Recruitment Ltd; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading recruitment agency is seeking an Onboarding Coordinator in Cape Town. The role involves facilitating the onboarding process for M&A partners, ensuring compliance with regulations, and managing documentation. Ideal candidates hold a Bachelor's degree in commerce and have previous experience in financial services. Strong organizational and communication skills, especially in Afrikaans, are essential. The salary ranges from R25 000 to R45 000.

Benefits

Salary range R25,000 - R45,000

Opportunities in administrative/management roles

Qualifications

• Previous experience in financial services or wealth management.
• Experience in an administrative role.
• Fluent in Afrikaans as a home language.

Responsibilities

• Assist in onboarding M&A partners and ensure smooth transitions.
• Ensure compliance with standards and regulations.
• Manage documentation and resolve related issues.
• Communicate effectively with partners and external parties.
• Ensure accuracy of M&A Partner data and generate reports.

Skills

Attention to Detail

Organizational Skills

Strong Communication Skills

Problem Solving

Team Collaboration

Technical Skills in Microsoft Excel

Education

Bachelor's degree in commerce

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Overview

Job title: Onboarding Coordinator - Financial Services | Cape Town, Western Cape

Job Location: Western Cape, Cape Town
Deadline: October 03, 2025

Responsibilities

• M&A Partner Onboarding: Assist in facilitating the end-to-end process of onboarding, collecting necessary documentation and data, as well as verifying information. Coordinate with internal teams to ensure a smooth transition from the agreement being signed to a fully onboarded partner. A willingness to travel when required.
• Compliance Oversight: Ensure all onboarding processes adhere to internal standards and regulatory requirements. Conduct periodic reviews to verify ongoing compliance and update records accordingly.
• Documentation Management: Collaborate with the compliance department and external parties to resolve any documentation-related issues.
• Communication: Be able to communicate M&A Partners to source information and documentation required for the onboarding process, and pass on any queries that a partner may have. Communicate with external parties to monitor and accelerate the progress of service provider applications. From time to time, deliver key information in the form of well compiled PowerPoint, or similar, presentations. Conduct periodic follow-up meetings with partners to review and discuss the status of their ongoing investment business.
• Data Management: Ensure the accuracy and integrity of M&A Partner data within the company’s systems, implementing corrective actions as needed. Work with the company’s Business Intelligence reports, understanding how the information is related, identifying key areas to address, compiling reports based on this information and track financial figures to provide relevant updates.

Qualifications / Experience

• Bachelor's degree in commerce.
• Previous experience in financial services, wealth management, or a similar industry, and previous experience in a role which entailed administrative responsibilities.

Competencies

• Attention to Detail: Demonstrate meticulous attention to detail when handling documentation and data.
• Organizational Skills: Effectively manage multiple tasks and prioritize responsibilities to meet deadlines.
• Communications: Strong written and verbal communication skills to interact with clients and internal teams. Fluent in Afrikaans (home language required).
• Problem Solving: Proactively identify and resolve issues related to onboarding processes.
• Team Collaboration: Work collaboratively with colleagues from various departments to streamline processes and enhance efficiency.
• Personal Skills: Must possess high emotional intelligence (EQ) to deal with a broad range of personalities; able to socialize with people and keep them engaged.
• Technical Skills: Must be extremely comfortable with Microsoft Excel to compile data from different sources under time pressure. Working knowledge of a range of financial products (retirement / living / life annuities, structured products, discretionary investments, etc.). Have prior experience with the full Microsoft Office suite (Word, Outlook, PowerPoint, etc.).

Benefits

• Salary: R25 000 - R45 000
• Administrative / Management jobs