Office jobs in South Africa
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Job summary
A financial services firm in Sandton is seeking an Administrative Support Specialist to assist financial advisors and manage office operations. This role requires 5 years of experience in financial services, proficiency in Microsoft Office, and the ability to provide exceptional client service. The ideal candidate will support onboarding, documentation, and ensure regulatory compliance within the office environment. A Matric qualification and reliable transport are essential.
Qualifications
- 5 years' experience in financial services.
- Own reliable transport is essential.
Responsibilities
- 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.
- Provide reception and front-office support.
Skills
Education
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.
- 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
- 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.