Remote Financial Planning Admin Specialist

The OE Agency; Gauteng; À distance; ZAR 240 000 - 320 000; Plein temps

Avantages offerts par ce poste

Fully remote role

Résumé du poste

The OE Agency is seeking a highly organized Finance Administration Assistant for a fully remote role based in South Africa. The position supports onboarding, meeting prep, document generation, and client communications, with a focus on accuracy and confidentiality.

You will handle fee administration, invoicing, and annual reviews while coordinating with Australian advisers. Proficiency in Word/Office and new systems, plus strong English communication, are essential for success in this fast-paced

Qualifications

• Experience in financial planning, wealth management, or financial services administration.
• Strong organisational skills and attention to detail.
• Comfortable handling confidential client and financial information.
• Proficient in Microsoft Word and Office suite.
• Able to work independently in a remote environment.
• Excellent written and verbal English communication.

Responsabilités

• Client onboarding and meeting preparation, including documentation and follow-ups.
• Fee administration, processing invoices and direct debits, reconciling fees.
• Maintain digital client files and update reports and account data.
• Support advisers with general administrative tasks and paperless workflow.
• Prepare documentation for SOAs and review for accuracy and presentation.
• Utilise AI-assisted tools to generate and format documents.

Connaissances

Organisational skills

Attention to detail

English communication

Microsoft Office

Remote work

Client onboarding

Administrative support

Written and verbal English

Outils

Intelliflo

Marloo

ProductRex

WT ARC

Microsoft Office

Client portals

Electronic signatures

Description du poste

The OE Agency is seeking a highly organized Finance Administration Assistant for a fully remote role based in South Africa. The position supports onboarding, meeting prep, document generation, and client communications, with a focus on accuracy and confidentiality.

You will handle fee administration, invoicing, and annual reviews while coordinating with Australian advisers. Proficiency in Word/Office and new systems, plus strong English communication, are essential for success in this fast-paced