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Sandton: Office Manager

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Job Description

Support the smooth and efficient running of the office by providing operational, administrative, and client-focused support. This role interacts closely with senior management and the investment team, contributing to high-quality client service and the professional growth of the business. Qualifications and Minimum Requirements: Matric (Grade 12) 5 years’ experience in financial services (e.g. fund management, wealth management, stockbroking, life assurance, broker support) First Level FSCA Regulatory Exam (RE5) FAIS-compliant qualification Proficient in Microsoft Office Suite Own reliable transport is essential Key Performance Areas: Assist financial advisors with client onboarding and portfolio administration Prepare and maintain client reports and documentation Support fund administration processes and ensure operational efficiency Manage day-to-day office operations and coordinate office supplies, IT support, and facilities Maintain internal records and databases Provide reception and front-office support Assist with marketing initiatives and client communications Support preparation and distribution of regulatory and client-facing documentation Ensure processes align with regulatory requirements and internal control



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