Financial Advisory Operations Specialist

Rmb; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider seeks a Financial Advisory Administrator in Durban. The role focuses on providing administrative support to financial advisors, enhancing customer satisfaction, and mitigating risks. Candidates should have at least 3 years of experience in a financial advisory support role or financial administration. This full-time position offers a dynamic work environment with opportunities for growth and collaboration, situated in a diverse team atmosphere.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3+ years experience in a Financial Advisory support role or Financial Administration role.
• Ability to resolve customer queries and complaints.
• Detail oriented with strong collaboration skills.

Responsibilities

• Identify and escalate potential risks that may lead to increased costs.
• Conduct follow-ups with service providers to ensure actions are closed out.
• Produce high quality work adhering to predefined standards.

Skills

Advisory industry knowledge

Communication skills

Problem-solving skills

Analytical skills

Collaboration skills

Education

NQF 6 in financial management or financial qualification

Job description

A leading financial services provider seeks a Financial Advisory Administrator in Durban. The role focuses on providing administrative support to financial advisors, enhancing customer satisfaction, and mitigating risks. Candidates should have at least 3 years of experience in a financial advisory support role or financial administration. This full-time position offers a dynamic work environment with opportunities for growth and collaboration, situated in a diverse team atmosphere.