Financial Advisory Administrator-5

Firstrand Bank Limited; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading bank in South Africa is seeking an administrative support professional for its financial advisory team. This role focuses on providing operational support to enhance service delivery, mitigate risks, and drive customer satisfaction in Cape Town. Candidates will engage in process improvements, enhance team collaboration, and ensure compliance with governance standards.

Qualifications

• Experience in administration support within financial advisory services.
• Skill in identifying and improving internal processes.
• Ability to build relationships with stakeholders and deliver quality work.

Responsibilities

• Provide operational support to financial advisors.
• Identify potential risks and recommend improvements.
• Ensure first time resolution of customer queries.

Skills

Customer service

Process improvement

Risk management

Job description

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.

• 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 follow ups with service providers and ensure 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.
• Find opportunities to improve internal processes that impacts service levels and customer satisfaction within area of accountability.
• Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.
• Establish relationships with relevant individuals and departments to deliver on work expectations.
• 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 organisational values and code of ethics.
• Adhere to required governance and compliance standards and escalate potential risks for investigation as and when required.
• Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
• Seek out regular performance feedback and put actions in place to improve and enhance performance Identify activities to.
• address own development gaps.
• Create own personal development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Keep abreast of learning opportunities, changing products and trends.
• Contribute to teamwork and inclusivity by working together to achieve team goals.

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

21 / 07 / 25

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.

Create a job alert for this search

Financial Advisory • Floor 21, Portside, 5 Buitengracht Street, Cape Town City Centre, Cape Town, 8001