Financial Advisory Administrator

Firstrand Bank India; Upington; Presencial; ZAR 180.000 - 280.000; Tempo integral

Resumo da vaga

FirstRand Bank India in Upington, Northern Cape, is seeking an efficient administration support specialist to back financial advisors. You will help ensure risk controls, drive cost containment, and support growth initiatives while maintaining governance standards.

The role requires Advisory experience, a Finance-related diploma, and proven ability to resolve customer queries effectively within an advisory environment.

Qualificações

• Advisory Industry knowledge or Finance related Diploma required.
• Experience in Financial Advisory support roles preferred.
• Ability to resolve customer queries and maintain accuracy.

Responsabilidades

• Identify and escalate potential risks that may lead to increased costs.
• Prevent wastage and identify process improvements to contain and reduce costs.
• Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work.
• Conduct follows ups with service providers and ensures close out of relevant actions.
• Ensure first time resolution of customer queries or complaints.
• Take ownership of any requirements and follow up on queries escalated to other areas to ensure delivery on agreed timelines and Service Level Agreements.
• Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Execute own work in accordance with the organizational values and code of ethics.
• Adhere to required governance and compliance standards and elevate potential risks for investigation as and when required.

Conhecimentos

Advisory knowledge

Client service

Risk awareness

Communication

Formação

Finance Diploma

Descrição da vaga

To provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB Financial Advisory (Upington), you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Job Responsibilities:

Identify and escalates potential risks that may lead to increased costs.

Prevent wastage and identify process improvements to contain and reduce costs.

Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work.

Conduct follows ups with service providers and ensures close out of relevant actions.

Ensure first time resolution of customer queries or complaints.

Take ownership of any requirements and follow up on queries escalated to other areas to ensure delivery on agreed timelines and Service Level Agreements.

Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.

Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.

Complete relevant administration, reporting and updating of information accurately and on time.

Execute own work in accordance with the organizational values and code of ethics.

Adhere to required governance and compliance standards and elevate potential risks for investigation as and when required.

Additional Requirements:

Advisory Industry knowledge or Finance related Diploma

Ability to support a Financial Advisor

Experience working in an Advisory environment

Ability to resolve customer queries and complaints

Ensure quality and accuracy of outputs

3+ min experience in a Financial Advisory support role or Financial Administration role

You will have access to:

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

We can be a match if you are:

Adaptable and curious

Thrive in a collaborative environment

Client-centric

#Post

#FNB

#LI-TG2

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

FirstRand Bank India is a Mumbai-based licensed financial services provider, offering comprehensive banking solutions for clients engaged in the Indo-African corridor since 2009.

Banking Credit Intermediation Financial Services

Company size 51–200 employees

Company type Privately held Founded 2008

Total funding 0

Team growth

Momentum

12% in 12 mo

57 employees on LinkedIn

Jan 23 Jan 26

What it’s like inside

4.0

41 reviews

97% would recommend

Culture & values

Culture & values 4.2

Work-life balance

Work-life balance 3.8

Career opportunities

Career opportunities 4.1

Compensation & benefits 4.2

Where they work

101, 103A and First floor 103B First International Financial Centre C-54 and C-55, G Block, Near CBI office Bandra-Kurla complex, Bandra (east), Mumbai, 400051, IN

Company FirstRand Bank India

Location Upington, Northern Cape, South Africa