Money Management Solutions Administrator

About the Role

We are seeking a proactive, detail-orientedAdministrator 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 onclient 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.

Key Responsibilities

Client Onboarding & Compliance

• 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.

Administration & Client Support

• 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.

Operations & General Support

• 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.

Requirements

• 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.

Personal Attributes

• 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.

Preferred Experience

• 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.

Why Join Us?

• Be part of a small, dynamic team where your contribution makes a real impact.
• Gain exposure to both compliance and operational aspects of the financial services industry.
• Enjoy a varied role with opportunities to develop a broad skill set.

If you are an organised, compliance-minded individual who enjoys managing client onboarding and ongoing reviews while contributing across multiple areas of the business, we would love to hear from you.

Recognising that diversity is key to excellence, MGI Bass Gordon especially encourages members of designated groups to apply.

The salary range for this role is R19 100 – R23 100 CTC.