Administrative Assistant

Exceed Human Resource Consultants; Stellenbosch; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in financial services seeks a candidate to assist wealth advisers with client management and administration tasks. This role involves gathering policy information, preparing client reviews, managing CRM systems, and ensuring compliance. Ideal candidates should hold a relevant finance degree and possess strong administrative skills, with 0-2 years of related experience.

Qualifications

• 0-2 Years experience in the financial services industry.
• Strong technical and administrative skills.

Responsibilities

• Support wealth advisers, manage client relationships and services.
• Prepare documents, handle client enquiries, and manage diaries.
• Ensure compliance and manage administrative documentation.

Skills

Technical skills

Administrative skills

Education

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

Job description

Reference:10432 SJConsultant:Sone JohnsonThe 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.Job Description:

• 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

Qualifications:

• 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

How to Apply:

• Email your comprehensive CV [e-mail].
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.

Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful