Compliance and Client Co-Ordinator

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.