ADVISOR SERVICES ADMINISTRATOR

Compitant Candidates; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Compitant Candidates in Pretoria is seeking an experienced administrative professional to support office processes related to financial services. The role requires bilingual fluency in English and Afrikaans and Matric, with at least four years in an administrative support capacity.

You will manage transfers, resignations, invoicing allocations, and general process documentation, providing timely feedback to heads of departments and ensuring SLA compliance across daily tasks and special projects.

Qualifications

• Matric is required.
• 4+ years of experience in an administrative support role in financial services.
• Bilingual English/Afrikaans is preferred.

Responsibilities

• Handle internal and external client and commission transfers per SOP.
• Book acquisitions in line with procedures.
• Verify completeness of transfer forms and follow up on outstanding requirements.
• Provide weekly progress feedback to HOD.
• Manage resignations process per SOP and liaison with departments on deadlines and communications.
• Maintain documents and resignations register to ensure integrity.
• Attend to enquiries and ensure SLA deadlines are met.
• Manage tax directive process per SOP.
• Arrange/courier business cards and marketing materials; manage invoicing allocations.
• Liaise with advisors and business development on queries and updates.
• Assist with general and special projects as required.
• Support division head with divisional activities as needed.

Skills

Fluent English

Afrikaans

Education

Matric

Job description

This person will beresponsible for a number of general office administration functions related to this roleand be fluent in both English and Afrikaans. Your :

Education: Matric.

Experience: 4 years working experience in an administrative support role in the financial services industry.

Will enable you to do the following:

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 the Resignations register (to be updated and maintained on a regular basis).
• Provide weekly feedback to HOD.

General:

• Attend to all 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.