Compliance and Client Co-Ordinator

Job Placements · Jeffreys Bay

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Job Overview

We are seeking an experienced Compliance and Client Co-Ordinator. The successful candidate will maintain FICA compliance and manage the administrative processes relating to new and existing clients.

Minimum requirements

Previous experience in an administrative, client services, compliance or similar role.

Excellent computer literacy and confidence working with various software systems.

Ability to learn and master new software and systems quickly.

Excellent written and verbal communication skills.

Strong administrative and organizational skills.

High attention to detail and accuracy.

Ability to work independently and manage deadlines.

Experience working with client databases or administrative systems will be advantageous.

Previous FICA or compliance experience will be advantageous.

Duties & Responsibilities

Manage the administrative process for new client registrations and onboarding.

Coordinate and maintain FICA compliance documentation and information.

Follow up with clients to obtain outstanding information and documentation.

Communicate professionally with clients both in person and telephonically.

Maintain and update client databases and ensure that all client information is accurate and current.

Process client registrations, amendments and deregistration's efficiently and accurately.

Monitor outstanding tasks and documentation and take ownership of following these through to completion.

Ensure that client records and administrative processes are maintained in line with internal policies and compliance requirements.

Identify gaps, inconsistencies or outstanding information and take the necessary steps to resolve them.

Work closely with the relevant departments to ensure a smooth and efficient client administration process.

Take initiative in improving administrative processes and identifying ways to make workflows more efficient.

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