Administrative Assistant

Tyron Consultancy; Stellenbosch; On-site; ZAR 180,000 - 240,000; Full time

Job summary

A leading consultancy firm in Stellenbosch is seeking an Administrative Assistant to support wealth advisers and enhance client relations. The successful candidate will engage in a variety of tasks including document management, scheduling appointments, and ensuring compliance with industry standards. This entry-level position offers the opportunity to grow in the financial services sector, ideal for those with a BCom degree and an eagerness to develop their skills.

Qualifications

• BCom degree in a related field.
• 0-2 years experience in the financial services industry.
• Strong technical and administrative skills.

Responsibilities

• Support wealth advisers and ensure client service.
• Manage diary and appointments for advisory services.
• Handle client inquiries and maintain detailed records.

Skills

Technical skills

Administrative skills

Education

BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management / Economics)

Job description

Administrative Assistant position availablein Stellenbosch.

The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Duties and Responsibilities:

• Gather Policy information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Maintain Service Level agreement deadlines
• Deal with Employee Benefit Service-Related Queries.
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management / Economics)
• 0-2 Years experience in the financial services industry
• Strong technical and administrative skills