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 35 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 advantageousKey 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 wi
06 Jan 2026;
from:
gumtree.co.za