Permanent - Administrator/Marketing - Johannesburg (Incl. Northern Suburbs) - South Africa

Administration:

• Manage the CEO's diary, meetings, travel and correspondence
• Prepare and format documents, client packs, proposals and presentations in Word, Excel and PowerPoint
• Maintain client records, filing and the CRM, keeping data accurate and confidential
• Coordinate client onboarding paperwork (FICA documents, application forms, platform submissions) with the investment team
• Order supplies, liaise with service providers and keep the office running smoothly
• Take minutes at internal and client meetings and follow up on action items

Client relationships:

• Act as the first point of contact for clients, brokers and partners by phone, email and in person
• Welcome visitors and host clients in the office professionally
• Respond to client queries promptly and route them to the right person
• Follow up on outstanding client documents and requests
• Build warm, lasting relationships with clients and intermediaries on behalf of the team

Marketing:

• Coordinate distribution of the monthly market review newsletter and client communications
• Manage the company's LinkedIn and social media calendar, and draft posts for approval
• Keep the website, fact sheets and marketing collateral up to date and on-brand
• Support the broker distribution network with materials, mailers and event logistics
• Organise client events, roadshows and broker presentations
• Maintain mailing lists and track campaign responses

Skills and requirements:

• Matric
• Computer literacy across Microsoft 365: Outlook, Word, Excel, PowerPoint and Teams
• Experience with social media scheduling, email marketing tools or Canva is an advantage
• Excellent written and spoken English
• Valid driver's licence and own transport

Personal attributes:

• Warm, friendly and outgoing, with a natural ability to build rapport
• Polished, professional presentation and corporate dress standard
• Confident and articulate with clients at a senior level
• Highly organised, with strong attention to detail and the ability to juggle priorities
• Discreet and trustworthy with confidential client and financial information
• Proactive self-starter who takes ownership in a small, fast-moving team

Working Hours:  8am - 5pm