Pretoria - Compliance Assistant | Bryanston

Salary: R175 000 R210 000 Per Annum

This is more than a support role it's a key function in ensuring robust compliance and seamless client onboarding.

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)
• 35 years experience in a compliance or administrative support role within financial services
• Strong mathematical ability
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Meticulous attention to detail
• Ability to manage deadlines and work well under pressure
• Strong organisational and record-keeping abilities
• Demonstrated integrity, accountability, and a proactive mindset
• Willingness to learn and grow within the role
• Bachelor of Commerce, Financial Diploma, or related tertiary qualification