About the position
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 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.
Desired Skills:
- SENIOR
- FINANCE
- ADMINISTRATIVE
