Key Responsibilities:
Manage end-to-end onboarding processes for new investment clients. Collect and compile all necessary FICA documentation. Pre-populate and prepare client agreements. Assist with preparing bi-annual client portfolio review packs. Maintain organised digital and physical filing systems for client records. Provide general administrative support as required by management or directors.Requirements:
Matric (Grade 12) 3–5 years’ experience in a compliance or administrative support role within financial services Strong mathematical ability Proficient in Microsoft Office (Outlook, Word, Excel, Power ...