Senior Finance Administrative Team Leader

Hr Options; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services firm in Gauteng is looking for an experienced Administrative Leader to provide comprehensive support within financial management. Responsibilities include overseeing day-to-day operations, leading a team, and ensuring compliance with regulatory standards. Ideal candidates will have 3-5 years of experience in administration, strong leadership skills, and proficiency in Microsoft Office. A competitive salary and opportunity for professional development are offered.

Qualifications

• 3–5 years' experience in a senior administrative or team leader role within the wealth management sector.
• Proven track record in team leadership, office administration, and process improvement.
• Knowledge of FICA, FAIS, and financial compliance requirements.

Responsibilities

• Oversee day-to-day administrative processes ensuring efficiency and compliance.
• Lead, supervise, and develop the administrative support team.
• Evaluate and streamline administrative workflows for improved efficiency.
• Serve as the primary point of contact for clients and stakeholders.

Skills

Communication skills

Multitasking

Problem-solving skills

Leadership

Office administration

Proficiency in Microsoft Office

Project coordination

Fluent in Afrikaans and English

Education

National Senior Certificate (Grade 12 / Matric)

Job description

To provide comprehensive administrative leadership and support within the financial and wealth management environment.

This combines hands-on administrative duties with team leadership responsibilities, ensuring efficient operations, compliance with industry regulations, and superior client service delivery.

The position requires a proactive, highly organized individual with strong communication, multitasking, and problem-solving skills.

Qualifications

• National Senior Certificate (Grade 12 / Matric) – NQF Level 4
• 3–5 years' experience in a senior administrative or team leader role within the wealth management and financial services sector
• Proven track record in team leadership, office administration, and process improvement
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Fluent in Afrikaans and English (spoken, written, and read)
• Knowledge of FICA, FAIS, and financial industry compliance requirements
• Experience in project coordination or change management advantageous

Responsibilities

• Administrative and Operational Support: Oversee and participate in day-to-day administrative processes to ensure efficient and compliant operations; prepare, edit, and distribute professional correspondence, reports, and documentation; ensure all client documentation meets FICA and FAIS requirements; handle confidential information and maintain accurate client and organizational records; manage incoming calls and client correspondence promptly and professionally; coordinate and prepare materials for client meetings and ensure accurate recordkeeping; ensure office supplies, equipment, and vendor relationships are efficiently managed.
• Leadership and Team Management: Lead, supervise, and develop the administrative support team; allocate workloads, monitor performance, and provide ongoing mentorship and training; foster a positive, collaborative, and accountable work culture; conduct performance reviews and implement improvement plans where necessary; support onboarding of new administrative staff and oversee continuous team development.
• Process Improvement and Compliance: Evaluate and streamline administrative workflows for improved efficiency; ensure adherence to internal policies, procedures, and regulatory standards; implement best practices to optimize service delivery and client satisfaction; assist in compiling performance reports and presenting insights to senior management.
• Client Relations: Serve as a primary point of contact for clients and internal stakeholders; demonstrate professionalism, empathy, and discretion in all client interactions; manage client queries, complaints, and follow-ups in coordination with wealth specialists; analyze client needs and provide informed, efficient responses under pressure; maintain up-to-date and accurate client databases and communication records.