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ADVISOR SERVICE ADMINISTRATOR at Competent Candidates

Competent Candidates (PTY) LTD

Pretoria

On-site

ZAR 50,000 - 200,000

Full time

6 days ago
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Job summary

A well-known company in the Financial Services Industry is seeking an administrative support professional. The ideal candidate will have at least two years of experience in a similar role, with fluency in English and Afrikaans, and excellent MS Office skills. Responsibilities include assisting in various operational processes and ensuring effective communication within teams.

Qualifications

  • At least 2 years working experience in an administrative support role.
  • Fluent in English and Afrikaans, both spoken and written.
  • Excellent knowledge of MS Office (Word, Excel, Outlook).

Responsibilities

  • Assist with the Due Diligence and Pre/ Post Take-on processes.
  • Manage client communication processes and liaise with various divisions.
  • Provide feedback to the Head of Department (HOD) weekly.

Skills

Communication
Administration
Data Management

Education

Matric

Tools

MS Office

Job description

A well known Company within the Financial Services Industry is looking for someone that can fulfill the following:

Formal Education:


  • Matric


Experience:


  • This position requires at least 2 years working experience in an administrative support role in the financial services industry. The work includes process driven routine work with a lot of direct contact with various divisions and financial advisors. The ability to communicate freely and fluently is essential.


Knowledge:


  • Fluent in English and Afrikaans (speak, read & write)
  • Excellent knowledge of MSOffice (Word, Excel and Outlook)

Onboarding:


  • Provide administrative assistance with:
    • the Due Diligence process in line with the standard operating procedures
    • the Pre Take-on process in line with standard operating procedures
    • the Post Take-on process in line with standard operating procedures
    • compliance requirements to compliance division
    • Obtain complete client lists, ensure import process on Commsplit is done
    • the client communication process to clients with the marketing division (content, deadline and feedback)
    • Provide weekly feedback to HOD



Transfer and data recon Process:


  • Provide administrative assistance with:
    • Internal and external client and commission transfers in line with the standard operating procedures
    • Book acquisitions (administrative support in line with the operating procedures)
    • Verify completeness of transfers forms and follow-ups on any outstanding requirements
    • Send detailed feedback to the relevant divisions on regular basis regarding the progress
    • Provide weekly feedback to HOD



Resignation Process:


  • Provide administrative assistance with:
    • Resignations process in line with the standard operating procedures
    • Liaise with all relevant departments regarding deadline dates, content, communication, closure of systems and delivery
    • Request client lists from MIS/Commissions for preparation of communication and transfer purposes
    • Manage, update and implement changes to documents to ensure document integrity
    • Manage advisor folders on Sharepoint/Commsplit
    • Manage the Resignations register (to be updated and maintained on a regular basis)
    • Provide weekly feedback to HOD



General:


  • Attend to all advisor enquiries with correct, quick and efficient support, in line with the SLA deadlines
  • Manage the Tax directive process as per the standard operating process
  • Arrange/courier business cards and marketing material as needed and manage the Invoicing allocations process
  • Liaise with advisors and business development on a regular basis related to queries, BC updates and lists required
  • Assist with general and special projects as and when required
  • Attend to any divisional support activities as may be required and requested from the head of your division



Desired Skills:

  • ADVISOR
  • SERVICE
  • ADMINISTRATOR
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