Team Leader : Finance Administration

Hr Options; Gauteng; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A financial services firm in Gauteng seeks an organized and proactive individual for an administrative leadership role. This position blends administrative duties with team management to ensure efficient operations and compliance within the wealth management sector. Candidates must have strong communication skills, experience in administration, and be fluent in Afrikaans and English. Responsibilities include overseeing daily operations, leading the support team, and maintaining client relationships. This role is pivotal in ensuring superior client service delivery and regulatory compliance.

Qualifications

• Proactive and highly organized individual.
• Experience in project coordination or change management is advantageous.
• Knowledge of FICA, FAIS, and financial industry compliance requirements.

Responsibilities

• Oversee and participate in day-to-day administrative processes.
• Prepare and distribute professional correspondence and documentation.
• Lead, supervise, and develop the administrative support team.
• Evaluate and streamline administrative workflows.
• Serve as a primary point of contact for clients.

Skills

Strong communication skills

Multitasking

Problem-solving skills

Leadership skills

Proficiency in Microsoft Office Suite

Fluent in Afrikaans and English

Education

National Senior Certificate (Grade 12 / Matric) – NQF Level 4

3–5 years’ experience in a senior administrative or team leader role

Job description

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

This role 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.

Formal Education and Experience

• 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

Key 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 record-keeping.
• 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.