At Masthead, our passion is keeping businesses in business. As a national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs), we know this can only be achieved through the calibre of people we employ – people who are client focused, set themselves high standards of delivery and have a willingness to go the extra mile. We believe in giving people the opportunity to take ownership of their roles. What we are looking for is someone with innovative thinking, unconventional ideas and a can-do attitude.

POSITION SUMMARY

The Regional Administrator will be responsible for managing internal & external communications, CRM data, and onboarding processes while ensuring operational efficiency within the Regional Office. This role assist in growing and retaining members by providing high-quality, professional service, and efficient management of internal processes. The Regional Administrator will also support the Regional/Area Manager and other staff in maintaining the office environment, managing events, and handling administrative duties.

MINIMUM REQUIREMENTS – QUALIFICATIONS & EXPERIENCE

• Diploma or Degree in Business Administration, Compliance, Finance, or related field (preferred).
• Minimum of 2 years of experience in an administrative, personal assistant, or compliance support role within an FSP.
• Proficient with MS Office Suite Excel, Outlook, Word, and PowerPoint for communication, scheduling, and reporting,
• Strong understanding of FAIS, FICA and POPI environment will be an advantage.
• Proficient in both English and Afrikaans.

COMPETENCIES AND SKILLS

• We’re looking for a highly organised and proactive individual with the following soft skills:
• Strong administrative focus with exceptional attention to detail, time management, and dependability.
• Technically confident and adaptable, able to navigate digital tools and systems with analytical precision.
• Client-centric mindset, demonstrating empathy, emotional intelligence, and professionalism in all interactions.
• Process-oriented with integrity and a strong commitment to compliance and continuous improvement.
• Collaborative and solutions-driven, taking initiative while contributing positively to team and organisational goals.
  Masthead is committed to transformation. Meeting our employment equity goals will be taken into account in our recruitment decisions.
  Should you receive no correspondence within two weeks of the closing date of this job advert, please consider your application unsuccessful.
  Job Types: Full-time, Permanent
  Work Location: In perso

Personal Assistance to Regional Manager

• Manage the Regional Manager’s schedule, appointments, and travel arrangements.
• Prepare reports, presentations, and correspondence as required.
• Act as the first point of contact for internal and external stakeholders.
• Ensure meeting agendas, minutes, and follow-ups are managed effectively.

Membership Growth & Retention

• Assist with telephone calls and email distribution for member queries.
• Maintain and update CRM leads, ensuring accuracy before qualifying.
• Introduce and promote the Learning Centre to members and non-members.
• Ensure CRM system data is 100% accurate and up to date.
• Follow the full onboarding process for new members.
• Maintain FSP representative registers to match Masthead members in CRM and ensure accurate fee charges.

Member Relationship Management

• Setup and manage webinars to ensure timely distribution of webinar invites.
• Handle difficult clients professionally and diplomatically.

Operational & Compliance Support

• Enhance Regional Manager and Compliance Officer’s productivity through efficient administrative support.
• Record meetings and follow up on action points.
• Administer expense and debt management.
• Ensure compliance with POPIA front-office processes.
• Participate in Regional Administrator telecoms.
• Efficiently upload and maintain all member documents.
• Follow the FSP 6 process for new FSPs or changes in CO-SLA agreements.
• Maintain electronic personal files for compliance purposes.
• Assist in active and inactive fee collection, escalating inactive fees to debt collectors when necessary.

General Office & Reception Management

• Maintain a professional and welcoming reception area.
• Assist with additional tasks to support team efficiency and alleviate workload pressures.
• Manage office supplies, groceries, stationery, and office equipment.