Advisor Services Operations Coordinator

Competent Candidates; Pretoria; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Competent Candidates in Pretoria is seeking an administrative professional to support onboarding and exits of financial advisors, ensuring accurate processing and compliance with SOPs.

You will manage due diligence, pre- and post-take-on activities, sub code applications, data transfers, reconciliations, resignations, and general office administration, reporting weekly to the Head of Division.

Qualifications

• Matric or Grade 12 is required.
• At least 2 years of administrative support experience in financial services.
• Fluent in English and Afrikaans; strong communication skills.
• Proficient with MS Office (Word, Excel, Outlook).

Responsibilities

• Coordinate onboarding and exits of financial advisors in line with SOPs.
• Manage Due Diligence, Pre-Take-on and Post Take-on processes; ensure compliance.
• Oversee Sub Code applications and closures; liaise with advisors and providers.
• Handle data transfers, reconciliation and client lists; provide weekly feedback to HOD.
• Provide general office administration and support to divisional activities.

Skills

Communication skills

Organisation

Time management

Attention to detail

Independence

Problem solving

Adaptability

Customer service

Professional conduct

Language skills (English/Afrikaans)

Education

Matric / Grade 12

Tools

MS Office

Job description

Competent Candidates in Pretoria is seeking an administrative professional to support onboarding and exits of financial advisors, ensuring accurate processing and compliance with SOPs.

You will manage due diligence, pre- and post-take-on activities, sub code applications, data transfers, reconciliations, resignations, and general office administration, reporting weekly to the Head of Division.