Permanent Financial Services Administrator

General Details
, OtherNorthern Suburbs
Advertised By: Agency
Job Type: Full-Time
A successful financial services company based in the Northern Suburbs is seeking to employ an experienced Financial Services Administrator to join their team. The main function of this role is general account administration in the following areas:
Skills & Requirements:

Relevant qualification

Relevant market experience

Proficient in MS Office

Experience in stockbroking or financial services industry

Experience with Investec Corporate Cash Management accounts

Experience with FSCA compliance

Excellent sense of ownership

Attention to detail

Must be able to perform well under pressure

Excellent oral, written communication skills, good presentation skills with focus on effective information dissemination

Excellent understanding of general office administration task

Analytical and problem-solving skills and ability to follow through processes to closure


Foreign exchange:

Opening of accounts

Allocating of deposits

Completing of relevant transactional documentation

Obtaining statements

Stockbroking services:

Opening of accounts

Allocating of deposits/withdrawals

Statement enquiries

General Office administration:

Assisting with compliance administration

General office administration

Monthly client invoicing

Compiling daily newsletters


General office administration assistance

Technical assistance for admin related queries on accounts

Billing & Invoice related activities

Coordinate & follow-up with multiple teams including clients and service providers

Meet time deadlines for accounts

Compliance assistance (administrative)

Please forward your CV to [email protected]

Please indicate what your salary expectations are?

Please note only shortlisted candidates will be contacted.

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