Office Manager

Reference: 9768 SJ
Consultant: Sone Johnson

Job Description:

General receptionist duties
Welcoming clients, operating the switchboard, printing/scanning, making coffee/tea, preparing the boardroom for client meetings.
Client management
Onboarding new clients (preparation of client files, ensuring FICA/compliance is up to date, completing application forms as required, etc).
Updating and maintaining filling system and client database.
Capturing data for our consolidated client reporting purposes.
Quarter End reports (downloading and checking of client statements/Seed reports, preparation of the client letter/email, emailing of client quarter end reports).
Third party management
Preparing various documents – Applications for Unit Trusts, RA’s / LA’s, Foreign Investment accounts, Switch/Rebalance forms, Withdrawal/additional investments
Accounting/Fees
Preparing client fees.
Loading invoices on our in-house accounting software.
Petty cash register (buying office supplies, ordering stationary, paying domestic helper, etc).
Other ad hoc duties

Qualifications:

Minimum experience in Office Administration of 3-5 years.
Grade 12 National Senior Certificate.
Tertiary education qualification si preferred but not essential.
Experience with technology and software across different applications; Intermediate
Proficiency in Microsoft Office (Outlook, Word, and Excel).
Knowledge of Mail Merger.
Knowledge of Excel formulas.
Ability to work quickly and accurately.
High attention to detail and able to handle pressure during peak times (e.g. quarter ends).
Strong communication and interpersonal skills (especially when dealing with clients). Strong organisational skills and ability to take initiative when required.
Previous experience in financial services industry beneficial.
Knowledge of FICA (individuals and companies/trusts) beneficial.

How to Apply:

Email your comprehensive CV to exceedhr@exceed.co.za.
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
We reserve the right to only conduct interviews with candidates of choice.
Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

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