Financial Services Manager

4 days ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Description

The Recruitment Council is seeking an experienced and highly organized Financial Services Manager to join our team. As a key member of our financial planning Family Office, you will be responsible for overseeing daily office operations, managing practice expenses, and ensuring compliance with industry regulations.

Responsibilities:
  • Office Operations Management:
    • Manage day-to-day office activities to ensure efficiency and effectiveness.
    • Coordinate office equipment maintenance and facilities upkeep.
    • Develop and implement office policies and procedures in collaboration with the head administrator.
  • Financial Administration:
    • Assist in managing practice finances, invoicing, billing, and accounts payable/receivable processes.
    • Collaborate with the finance team to ensure accurate and timely processing of financial transactions.
  • Compliance and Risk Management:
    • Evaluate and maintain adherence to relevant regulations and industry standards within the office.
    • Stay up-to-date on industry regulations and assist in developing and maintaining compliance policies.
    • Monitor and mitigate office-related risks, including data security and confidentiality.

Qualifications and Requirements:

  • Bachelor's degree or diploma in Business Administration or a related field.
  • At least 5 years of experience in office management, financial planning, para-planning, or a related role within the financial services industry.
  • Strong understanding of financial services regulations and compliance, with familiarity in CRM and financial management software.
  • Knowledge of investment products, insurance, tax planning, and retirement strategies.

Key Skills:

  • Excellent organizational and multitasking abilities.
  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and financial software.
  • Ability to handle confidential information with discretion.
  • Strong problem-solving, analytical, and research skills.

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