Administrative Assistant

Cornerstone Financial Services Group; Johannesburg; On-site; ZAR 240 000 - 320 000; Full time

Job summary

A financial services group in Johannesburg is seeking a Financial Planning and Investment Administrator to provide administrative support and exceptional client service. The ideal candidate should possess a relevant qualification, at least 2 years of experience in financial planning administration, and strong proficiency in MS Dynamics and MS Office. This full-time role emphasizes effective communication and relationship management with clients.

Qualifications

• Minimum of 2 years’ experience in financial planning administration.
• Sound knowledge of Financial Planning and Investment Advisory Services.
• Strong computer literacy with proficiency in MS Office.

Responsibilities

• Provide administrative support to clients and IFAs in Cornerstone services.
• Assist with client review scheduling and portfolio performance reporting.
• Deliver exceptional client service and manage client relationships.

Skills

Client servicing

Data management

Communication

Time management

Social media engagement

Education

Matric with a University pass

Relevant industry qualifications

RE5 qualification and Class of Business

Tools

MS Dynamics

SharePoint

MS Office (Excel proficiency)

Job description

Overview

The overall responsibility of the Financial Planning and Investment Administrator is to provide administrative support to clients and IFAs in Cornerstone Investment Advisory Services and Cornerstone Financial Planning.Assisting the IFA and admin teams with client review scheduling and processors, portfolio performance reporting, database management, client segmentation, and compliance. This all to be executed timeously and to ensure that systems are continuously being updated and process are followed accurately.

General Administration, Client Reviews & Reporting

• Assistance and support to both the financial planning and wealth management teams which includes administration, data management, filing, data capturing, compliance monitoring, appointment setting, portfolio reviews preparation and performance updates, etc.
• To demonstrate a clear understand of the urgency of the work that is needed and to adhere to any deadlines, so that all work is all completed on time.
• Ensure practice management system - MS Dynamics /SharePoint- is updated with the latest review dates, portfolio review and performance information.

Client Servicing | Managing the Relationship with the Client

• Deliver exceptional client service to clients throughout their lifecycle and journey with Cornerstone. This means being responsive, meeting turnaround times and managing expectations when needed.
• Communicate effectively and efficiently with clients by keeping them informed of any updates.
• Manage and actively find solutions for client queries and concerns and elevate where needed.

Brand Ambassador | Being a Cornerstone Ambassador

• Be a Cornerstone ambassador by looking for and bringing in new business opportunities when they arise.
• Be a Cornerstone ambassador by actively engaging in social media posts for the business.
• Effective use of practice management system - MS Dynamics (customer service)/SharePoint - ensuring that all work is updated and tracked real-time.
• Effective use of the practice management system - MS Dynamics (sales) - ensuring that any relevant sales opportunities and information is tracked real-time.

Requirements and working experience

• Matric with a University pass
• Relevant industry qualifications
• RE5 qualification and Class of Business
• Minimum of (2) years’ experience in financial planning administration
• Computer Literacy (MS Office package with excel proficiency)
• Sound knowledge of Financial Planning and Investment Advisory Services

Living the Culture | Drive and Live the Cornerstone Culture

• In all interactions with colleagues, clients, partners and suppliers to champion Cornerstone’s values and culture.
• This includes:
  • Transparent relationships
  • Accountability
  • Education
  • Growth

3>Seniority level

• Entry level

Employment type

• Full-time

Job function

• Administrative

Location

Johannesburg, Gauteng, South Africa