Junior Administration Assistant/Junior Paraplanner

apartmentNetwork Recruitment placeJohannesburg calendar_month 

Are you highly organised, detail-driven, and looking to grow your career within the financial services industry? Were looking for a Junior Administration Assistant to join a dynamic Private Clients team and support the Operational Head in ensuring seamless back-office administration and compliance.

You will play a key role in supporting daily operations, ensuring accurate record-keeping, and assisting with the administration of direct equity portfolios. This role requires someone methodical, proactive, and able to work within structured processes while maintaining a high level of accuracy.

Key Responsibilities:

  • Maintain accurate client records and databases in line with regulatory requirements
  • Assist with account opening processes and liaise with service providers
  • Ensure compliance with FICA/FAIS and internal policies
  • Monitor and resolve discrepancies, escalating where necessary
  • Respond to queries from Portfolio Managers and internal stakeholders
  • Build strong relationships with external advisors
  • Deliver high-quality administrative support across the team
  • Assist with ad hoc duties as required

Requirements:

  • Matric (essential)
  • 23 years experience in investment administration or financial services
  • Strong understanding of FICA and regulatory compliance (FSCA)
  • Advanced Microsoft Excel skills
  • Excellent communication skills (verbal and written)
  • Ability to work under pressure and meet deadlines
  • Proactive, solution-driven mindset
  • Strong organisational and problem-solving skills
  • Ability to work independently and as part of a team

Apply now!

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