12 Administration jobs in Pretoria

Position: Broker Administration Assistant

Salary: Market related

Location: Pretoria

Job type: Permanent

Industry: Financial Services

Reference Number: MJ.BAA.AWM.

COMPANY DESCRIPTION:

Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Broker Administration Assistant to join their team as soon as possible.

JOB DESCRIPTION:

The person will provide administrative support to the Financial / Investment Advisors including, handling follow up correspondence with clients, third party providers and product houses. The person will need to liaise with internal departments / product houses to ensure that investment instructions are timeously and accurately actioned.

MAIN DUTIES & RESPONSIBILITIES:

• Collating all necessary documents in relation to administration of investment instructions, preparation and capturing of same on internal systems
• Handling electronic and hard copy filing relating to investment administration and advisory record keeping as stipulated by FAIS and FICA and ensuring that all investment instructions are compliant
• Client liaison: Attending to ad resolving all queries directly with clients
• Liaising with internal / external investment admin and support departments
• Maintaining the Client Management system and data capture of investments and instructions
• Collating all clients monthly and quarterly reporting
• Providing general admin support: typing, filing, scanning, etc. of client correspondence

EDUCATIONAL REQUIREMENTS:

• Matric
• Relevant tertiary qualification in Business / Economics / Finance will be an added advantage

EXPERIENCE AND SKILLS REQUIRED:

• 3 – 5 Years’ experience in a similar position with proven track record
• Investment / life / medical knowledge will be beneficial
• Computer literate: MS Office and Excel Intermediate level
• Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative
• Fully bilingual in English and Afrikaans
• Strong time management and prioritization skills
• Ability to work independently or as part of a team and under general supervision of the Admin Manager
• Driver’s license and own transport essential

TO APPLY FOR THE POSITION, PLEASE FOLLOW THE LINK BELOW:

POPIA

By Submitting your CV, you confirm that:

1. We may retain your personal information in our database for future matching.
2. We may contact you when suitable opportunities arise.
3. The information you have provided to us is true, correct and up to date.

We endeavour to reply to each and every application, however, should you not hear back from us within 14 days please consider your application unsuccessful.

Regional Administration Manager:

Job specifications:

• Work closely with the National Admin Manager, to assist with Branch duties.
• Work closely with the National Admin Manager ensuring branches are operating securely and effectively, ensure FICA and POPIA compliancy.
• On-boarding of Senior administrators within the various branches.
• Work closely with the Admin Training Manager to ensure all admin staff are on standard and has the required training to complete their daily duties.
• Set an example for team members of commitment, activities, work ethics and habits and personal character.
• Assisting National Admin manager in compiling information and reports.
• Participating in weekly meetings.
• Developing strong relationships with Senior Administrators.
• Developing strong relationships with Sales Managers within your Branches.
• Occasionally traveling to different branches.
• Working with Natis documents and licensing of vehicles.
• Working with Police Clearances.

• Must have minimum 3 years management experience.
• Must have a 3 year Diploma / Degree.
• Must reside in Gauteng.
• Ability to multitask

Strong interpersonal skills and adaptability

Decision-making skills

Excellent Microsoft Excel Skills.

Strong report writing and presentation skills.

Accuracy and attention to detail.

Excellent written and spoken English.

Strong communication skills is essential.

Excellent organization skills.

Have the ability to follow instructions and implement projects.

Needs to be self-driven, have the ability to work under pressure, by meeting deadlines effectively and efficiently.

• Market related salary
• Momentum Provident Fund
• Discovery Life Insurance
• 15 days annual leave

We are looking for a motivated and detail-oriented Junior to Mid-Level Finance and Administration Officer to support our finance operations, client billing, and compliance activities. This role supports finance operations, client billing, and compliance. It’s ideal for someone with a finance/admin background aiming to grow in a structured, process-driven environment. The role involves invoice and quote generation using SAGE, financial reporting, client engagement for payments, and B-BBEE compliance.

The successful candidate will be responsible for generating invoices and quotations via SAGE , producing accurate financial reports, liaising with clients regarding payments, and ensuring B-BBEE compliance through proper documentation and evidence management.

Key Responsibilities:

• Prepare and issue customer quotations and invoices accurately using SAGE.
• Update and maintain client billing records.
• Reconcile invoicing data and assist with financial system entries.
• Assist in compiling monthly and quarterly financial reports.
• Provide support for expense tracking and budget monitoring.
• Ensure accuracy and completeness of financial data.

Client Engagement & Payment Follow-Ups

• Communicate with clients regarding outstanding invoices.
• Manage follow-ups on overdue payments in a professional manner.
• Maintain records of communication and escalations where necessary.

Interpretation & Analysis

• Assist with the interpretation of financial statements and reporting figures.
• Flag irregularities or variances for review by senior finance personnel.

B-BBEE Compliance Support

• Organize and maintain B-BBEE-related documentation and evidence.
• Support reporting for B-BBEE verification audits.
• Ensure document accuracy and compliance with record-keeping standards.

Administrative Support

• Maintain organized filing systems for financial and administrative records.
• Support general finance and office administration tasks as required.

Qualifications and Experience:

• Diploma or Bachelor’s degree in Finance, Accounting, or a related field.
• 1–3 years’ experience in a finance or administrative support role.
• Proficiency in SAGE or similar accounting software is required.
• Familiarity with B-BBEE frameworks and compliance processes is an advantage.
• Previous client-facing and payment collection experience is preferred.

Skills and Competencies:

• Strong attention to detail and organizational skills.
• Ability to manage time and meet deadlines.
• Good interpersonal and written communication skills.
• Analytical mindset with basic financial interpretation skills.
• High level of integrity and accountability.

Application Process:

Interested candidates should submit:

• A detailed CV
• A cover letter highlighting their experience in the position
• Send applications to:
• Subject: Application – Finance and Administration Officer

• Seniority level Entry level

• Employment type Full-time

• Job function Administrative
• Industries Computer and Network Security

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Our client is seeking an experienced and strategic National Manager: Trust Administration to lead the administration of trust services across all regional branches. This is a senior leadership role focused on operational excellence, client service, risk management, and compliance within the fiduciary space.

You will drive national alignment of processes, oversee trust administration functions, lead people and performance management, and ensure the business adheres to regulatory and internal standards. If you have a passion for governance, service excellence, and innovation in trust management, this opportunity is for you.

Key Responsibilities:

Strategic & Operational Leadership:

• Develop and execute a national Trust Administration strategy in line with broader business objectives.
• Standardise processes across all branches and ensure alignment with industry best practices.
• Represent Trust Services in internal forums and manage stakeholder collaboration with 1LoD and 2LoD.
• Oversee support teams’ annual strategies, risk forums, and development projects.

Trust Administration Oversight:

• Manage end-to-end trust administration ensuring legal, fiduciary, and regulatory compliance.
• Review and evaluate NTB and Stock trusts.
• Implement national quality reviews, trust evaluations, and fixed property management.
• Drive the completion and distribution of year-end financial statements.

Client Service Leadership:

• Foster a strong service culture across all branches.
• Monitor client communication standards and complaint resolution.
• Launch client satisfaction surveys and implement service improvement interventions.

Compliance & Risk Management:

• Ensure full adherence to the Trust Property Control Act, SARS, FSCA, and other regulatory bodies.
• Coordinate audits, risk reviews, and ensure zero tolerance to compliance gaps.
• Manage outsourced tax, finance, and audit service providers.

Financial Control & Reporting:

• Oversee bank and trust account reconciliations.
• Ensure the accuracy of financial records, reporting, and fee reconciliation.
• Streamline payment, investment, and disbursement processes.

MI & Reporting:

• Compile and present key financial, operational, and risk reports to Trust MANCO and leadership.

Project Management & Innovation:

• Lead trust-related system and process improvement projects.
• Champion operational efficiency across the business.

People Leadership:

• Lead, coach, and develop a high-performing team.
• Manage performance, succession planning, and staff development.
• Foster a culture of recognition, learning, and accountability.

Stakeholder Engagement:

• Build and maintain strong relationships with trustees, clients, regulators, and internal stakeholders.

Qualifications:

• National Certificate or Diploma in Risk Management, Commerce, Law, or Finance.
• Bachelor’s Degree in Law, Commerce, Risk Management, or a related financial field.

Experience & Skills:

• 2 years’ experience in fiduciary services, with proven multi-branch or team leadership.
• Deep understanding of fiduciary legislation, compliance, and risk frameworks.
• Demonstrated ability in people management, financial oversight, and project delivery.

Key Competencies:

• Client service excellence
• Risk and compliance oversight
• Strategic leadership
• Financial acumen
• Operational improvement
• Strong communication and stakeholder influence

A position has become available for an experienced and qualified Administration Services Co-Ordinator to provide a centralised administration support service to all MPS Members and divisions ensuring service delivery excellence for members which is trusted and valued.

Operational

• Support the development and delivery of the Administration Services plan and strategy to an agreed standard.
• Comply with applicable professional ethical guidance and all relevant internal and external rules, policy and procedures, including those relating to Health & Safety, Data Protection, IT security and all those contained in Staff Handbook.
• Meet key performance targets, quality standards and financial targets.
• Promote cost saving efficiency within the department and to our stakeholders and adopting a culture for continuous improvement.
• Consider all spend within organisation policy and highlight any cost saving ideas to the Administration Services leadership team.

Member

• Manage informal complaints and expressions of dissatisfaction from members in accordance with policy standards.
• Continuously improve ways of working and contribute to divisional / MPS-wide continuous improvement projects aimed to drive operational efficiency and great member experience and outcomes.
• Deliver fair treatment and outcomes for members and compliance with associated policies and standards set out by Council, its committees and delegated authorities.

People

• Take personal accountability for own training, competence, performance and engagement of self and colleagues ensuring clarity on accountabilities and compliance with MPS values, governance, policy standards and processes.
• Support colleagues both within own team and support learning interventions as part of the Academy to maximise the potential of all colleagues and the quality of our service to members.
• Take learnings from all Quality Monitoring and Outcome and Quality Assurance results to enhance own performance and quality service and outcomes for members.

Risk

• Identify and report risks and issues identified within Administration Services and across MPS to enable resolution and mitigation of potential impact on MPS, members and colleagues.
• Contribute to an environment where all colleagues in the Administration Services Team recognise the importance of risk identification and management.
• Adhere to appropriate business processes and controls in order to comply with policies and regulatory requirements (as applicable).

• Support administration services team to facilitate a timely and efficient response to members and others helping the department to meet internal and external service level and performance targets.
• Ensure data integrity and completion of missing data with the CRM system where appropriate.
• Effective management of electronic/paper files in line with GDPR regulations.
• Build relationships with key stakeholders internally and externally to maximise operational effectiveness.
• Input into the ‘Academy’ and continued development of competency frameworks and learning material – identifying training requirements.
• Provide cross departmental support where required to ensure KPIs are met and service standards are maintained.
• Undertaking other duties and tasks that are appropriate to the level or role that may be required.

Skills

• Proficient in Microsoft Office packages.
• Able to communicate effectively.
• Able to adapt to change.
• Strong attention to detail to spot errors that could cause rework / reputational damage.
• Proactive management of workload to pre-empt requirements from stakeholders.

Experience

• Prior experience in Operations Support/Office administration.
• Experience of working to tight deadlines whilst producing consistently accurate work.
• Experience of working in a team environment.
• Managing confidential matters sensitively.
• Working knowledge of protocols for claims and/or non-claims work.
• Knowledge of Medical and Dental terminology.