Your Matric, a minimum of three experience in financial services or investment related administrative environment as well as being fluent in Afrikaans and English will help you to do the following:
- Proactively manage all client queries and process their requests
- Interact with clients, staff and stakeholders
- Regular interaction with clients, colleagues, and management to ensure the effective delivery of administrative requirements within a specified framework
- Monitor maturities and report back to the advisor
- Arrange invoices and quotes where applicable
- Arrange for applications and switches forms and ensure documents are complete
- Drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case
- Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable turn-around times
- Assist with the planning where advisor markets his services
- Gather and prepare information for client ,meetings, including but not limited to initial meeting and client reviews
- Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices
- Ensure correct broker code allocated to clients, keep records of any changes
- Facilitate the resolution of all queries received within 24 hours or at earliest possible time
- Assist with FAIS and FICA compliance and any other compliance requirements
- Scan to file all new business documents in client folder
- General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith
- Be telephonically available for client queries, and act as initial point of contact for client queries
- Maintain an appropriate filing and recording system both hardcopies and electronically
- Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a quarterly basis at minimum
- General efficient operation of all resources to support the administrative business process
- Responsible for loading information on ECRM as required for reporting and feedback, e.g. leads
- Ensure that all client information is maintained on the client relationship management system
