Are you detail-oriented, principled, and driven by structure? Join a dynamic investment firm in Bryanston as a Compliance Assistant, where your precision and integrity will play a vital role in maintaining our commitment to regulatory excellence. 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)
- 3–5 years’ experience in a compliance or administrative support role within financia...