Job Description
Are you highly organized, detail-driven, and looking to grow your career within the financial services industry? We’re 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 Portfo...