Administrative Consultant: Financial Planning

Harrison Assessments International; South Africa; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Benrues Group in South Africa is seeking an administrator with a client-facing focus to support Financial Consultants. The role emphasizes teamwork, accuracy and adherence to Harvard House values, and offers a pathway toward becoming a Financial Consultant within the financial services sector.

Your responsibilities include scheduling client meetings, processing paperwork, maintaining CRM (Marble), checking documents, and assisting with all administration.

Qualifications

• Matric with a minimum of 3 years administrative experience with client facing exposure.
• Passed Regulatory Exam is required for further career progression.
• Industry related experience and passed Regulatory Exam would be an added advantage.

Responsibilities

• Schedule meetings with clients on behalf of and in conjunction with Financial Consultant
• Engage with new clients to process paperwork, repopulation of forms, conduct compliance checks, obtain clients signature and process of all documentation
• Load all client contact/meetings as contacts by effective use of CRM (Marble)
• Obtain policy information from companies
• Attend to and resolve simple client queries
• Escalate queries to relevant Financial Consultant where the query exceeds expertise or knowledge
• Assist Financial Consultants with all aspects of administration, attend to outstanding requirements from clients and signing of documents
• Set tasks for processing and initiate necessary follow ups with allocated Administrators
• Check all documents for correctness upon receipt for client signature
• Prepare Review documents, draft Review Letters and send to clients, on behalf of Consultants
• Familiarise self with all Policy and Procedures required of a Financial Consultant in respect of administration and client engagement
• Attend Client meetings when required with the Financial Consultants
• Upload FAIS documents and ensure compliance regulations are adhered to
• Upload all relevant client documents
• Processing of client instructions and any related changes
• Play an active role in maintaining and improving efficiencies between Consultants and Investment Administration Department.

Skills

Admin skills

Planning

Organizing

Excel

Word

Analytical thinking

Communication

Interpersonal skills

Attention to detail

Education

Matric

Tools

Marble CRM

Job description

Employment Type: Full Time

Take this opportunity to join our team where teamwork and customer focus is a priority. Our team subscribes to and lives the Harvard House values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. If you have a passion for helping people and subscribe to our values, then please apply. This role is suitable for individuals with strong admin skills and allows the opportunity to pursue a career towards becoming a Financial Consultant within the Financial Services industry.

The role entails the following:

1. Schedule meetings with clients on behalf of and in conjunction with Financial Consultant
2. Engage with new clients to process paperwork, repopulation of forms, conduct compliance checks, obtain clients signature and process of all documentation
3. Load all client contact/meetings as contacts by effective use of CRM (Marble)
4. Obtain policy information from companies
5. Attend to and resolve simple client queries
6. Escalate queries to relevant Financial Consultant where the query exceeds expertise or knowledge
7. Assist Financial Consultants with all aspects of administration, attend to outstanding requirements from clients and signing of documents
8. Set tasks for processing and initiate necessary follow ups with allocated Administrators
9. Check all documents for correctness upon receipt for client signature
10. Prepare Review documents, draft Review Letters and send to clients, on behalf of Consultants
11. Familiarise self with all Policy and Procedures required of a Financial Consultant in respect of administration and client engagement
12. Attend Client meetings when required with the Financial Consultants
13. Upload FAIS documents and ensure compliance regulations are adhered to
14. Upload all relevant client documents
15. Processing of client instructions and any related changes
16. Play an active role in maintaining and improving efficiencies between Consultants and Investment Administration Department.

Requirements:

• Matric with a minimum of 3 years administrative experience with client facing exposure.
• Industry related experience and passed Regulatory Exam would be an added advantage.
• Passed Regulatory Exam is required for further career progression.

Skills and competencies required:

• Good admin skills
• Planning and organizing
• Adaptable and flexible
• Good knowledge of Excel and Word
• Analytical and problem-solving skills
• Good communication and interpersonal skills
• Ability to team with all members of staff
• Attention to detail