Finance Admin

Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book.This is a key support role where accuracy, coordination, and proactive client service are essential. If youre driven, meticulous, and thrive under pressure, this could be your next big move.Key Responsibilities:Provide full administrative support to Wealth ManagersMaintain up-to-date and compliant client recordsCoordinate account openings, investment transactions, and policy reviewsHandle scheduling, diary management, and travel arrangementsRespond timeously to client and internal queriesApply regulatory knowledge (FICA/FAIS) in all operationsAssist with switches, top-ups, and preparation for client reviewsRequirements:Matric with 1 years of investment / insurance admin or relevant financial services experienceRelevant BCom Degree/Diploma/Certificate in anything finance-relatedProficient in Microsoft Office, especially ExcelHigh attention to detail with a methodical work ethicAble to work independently and as part of a teamClear communicator with a client-first mindsetHybrid set-up (home and office)