Looking for your next exciting opportunity in the wealth investment industry? Our client is on the hunt for a dynamic, highly organized, and detail-oriented Financial Administrative Specialist to join their team!

If you thrive in a fast-paced environment, love keeping things running smoothly, and have a keen eye for the finer details, this role could be perfect for you. Bring your energy, precision, and passion for finance to a company that values expertise and efficiency.

Sound like you? Let’s chat!

This role is for you if :

• You thrive in medium size companies where you know your peers and you are not just a number
• You enjoy administration and find it rewarding to organize, neaten and make sure everything is compliant
• You don’t get easily overwhelmed with paperwork – manual and electronic
• You like to be of  service and enjoy client contact
• You have got a knack for getting things done and following up with document flow from providers
• You like having a place of work to go to and a professional environment suits your style

Some of the core duties include

• Prepare and onboard new client investments
• Liaise continuously with internal and external providers to ensure implementation of and completion of investment admin process
• Preparation of client review packs for signature and approval
• Liaise with clients directly where necessary
• Compile proposal documents
• FICA/FAIS compliance
• Organise, support wealth manager towards excellence

You will ideally have :

• Experience in an administrative context where compliance is important : FICA/FAIS and similar
• Investment/private banking/legal/academic/insurance/EB
• Experience supporting a technical professional – financial planning/broker assistant or similar
• A relevant tertiary qualification will ensure you learn fast if you have some background in finance/ investments