Compliance assistant | bryanston

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 financial services Strong mathematical ability Proficient in Microsoft Office (Outlook, Word, Excel, Power ...