Money Management Solutions Administrator

We are seeking a proactive, detail-oriented Administrator to join our team.

This is a hands-on role within a financial services environment that requires a true all-rounder. While the position includes a variety of administrative, operational, and client service responsibilities, the primary focus will be on client onboarding, FICA/KYC compliance, account opening, and ongoing client reviews.

The successful candidate will be highly organised, able to work independently, and committed to maintaining high standards of accuracy and client service.

• Manage the end-to-end onboarding process for new clients.
• Review, verify, and maintain FICA/KYC documentation.
• Conduct ongoing client reviews and remediation processes.
• Follow up on outstanding compliance requirements.
• Ensure all account-opening documentation is complete and compliant.
• Maintain accurate client records and compliance files.

• Respond to client queries and requests professionally and efficiently.
• Prepare, process, and maintain client documentation.
• Update and maintain client information on internal systems.
• Liaise with clients, banks, and third-party service providers where required.

• Assist with transaction processing and client account administration.
• Support reporting, reconciliations, and operational functions.
• Maintain organised electronic filing and record-keeping systems.
• Assist with ad hoc administrative and operational tasks as required.

• Previous experience in financial services, banking, investments, compliance, or administration.
• Sound understanding of FICA/KYC requirements and client onboarding processes.
• Strong administrative and organisational skills.
• Exceptional attention to detail and accuracy.
• Proficiency in Microsoft Office, particularly Excel, Outlook, and Word.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

• Detail-oriented and highly organised.
• Self-motivated and able to work independently.
• Strong sense of responsibility and accountability.
• Adaptable and willing to assist across various business functions.
• Professional, client-focused, and a strong team player.

• Experience with client onboarding, ongoing reviews, or compliance administration.
• Exposure to money market, banking, investment, or wealth management environments.
• Experience working with financial and compliance systems.