Administrative Coordinator

5 days ago


Johannesburg, Gauteng, South Africa Foundation Family Wealth Full time

We are seeking an experienced administrator to join our dynamic Client Service Team at Foundation Family Wealth, supporting our expanding financial planning business.

The successful candidate will be responsible for:

  • Requesting and downloading tax statements from service providers
  • Maintaining accurate records on CRM
  • Providing administrative support across various projects
  • Retrieving client statements and Astute reports
  • Capturing and recording client data

To be successful in this role, you must have:

  • Previous experience in administration within financial planning
  • A commerce degree with a focus on finance or investment management
  • Strong computer skills and technical ability
  • Good teamwork and interpersonal skills
  • High level of professionalism and presentation
  • Self-motivation, organisational skills, and discipline


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