Financial Client Relationship Officer (Administrative Assistant)

Status; Johannesburg; On-site; Full time

Job summary

A financial services company is seeking a Financial Client Relationship Officer in Johannesburg. The ideal candidate must have significant experience in administrative roles within the financial sector, including investments and financial planning, and be proficient in Microsoft Office. This permanent position offers a market-related salary and requires the ability to build client relationships and manage queries effectively.

Qualifications

• 13 years experience in an administrative role within the financial services industry.
• 35 years experience in financial services with exposure to investments sales, financial planning and estate planning.
• Valid driver's license is required.

Responsibilities

• Service existing private clients allocated to the team's client book.
• Build and maintain trusting relationships with private wealth clients.
• Contact qualified leads, set up and close appointments for wealth specialists.

Skills

Administrative Skills

Time Management

Customer Services

Communication

Problem Solving Skills

Education

Tertiary qualification (3-year degree) in finance or commerce

Matric

Tools

Microsoft Office Suite

CRM systems

Job description

We are currently recruiting for a Financial Client Relationship Officer (Administrative Assistant) on behalf of our client based in Melrose North Johannesburg. The ideal candidate will have 13 years experience in an administrative role within the financial services industry along with 35 years exposure to investments sales financial planning and estate planning. A strong understanding of investment and fiduciary services along with proficiency in Microsoft Office Suite is essential.

A recent professional profile photo is to accompany your application.

EMPLOYMENT TYPE: Permanent

SECTOR: Finance

BASIC SALARY: Market Related

START DATE: A.S.A.P / Immediate

Requirements

• Matric
• Tertiary qualification (3-year degree) in finance or commerce
• 13 years experience in an administrative role within the financial services industry
• 35 years experience in financial services with exposure to investments sales financial planning and estate planning
• Computer literate with proficiency in Microsoft Office Suite
• Sound understanding of investment and fiduciary services
• Valid drivers license
• Ability to quickly learn and grasp the company’s business model products and services
• Awareness of competitor activities and offerings in the market

Duties

• Service existing private clients allocated to the team's client book.
• Build and maintain trusting relationships with private wealth clients fostering confidence and goodwill.
• Contact qualified leads, set up and close appointments for wealth specialists.
• Attend to client queries and requests promptly and professionally.
• Handle maintain and track all leads ensuring follow-up within company timelines.
• Maintain and reconcile daily recon templates and performance figures for the Wealth Specialist team.
• Liaise with clients and ensure communication meets company guidelines.
• Use the company’s CRM system fully and accurately.
• Make and confirm appointments for wealth specialists and prepare necessary documentation.
• Check deal packs cover schedules and will applications for completeness and accuracy before submission.
• Assist with outstanding requirements needed to complete deals.
• Understand the company’s products to assist clients with their queries.
• Ensure compliance with FAIS Act FSB regulations and internal company compliance requirements.
• Handle new business administration terminations and complaints compliantly and fairly.

Hours

Monday to Friday: 08:00‑17:00

Should you meet all the requirements apply on our website today.

Should you not hear back from us within 10 working days please consider your application as unsuccessful. We will retain your credentials for future similar roles.

Required Experience: Unclear Seniority

Key Skills

Administrative Skills, Time Management, Account and Finance Skills, Administration & Operation, Customer Services, Communication, Analysis Skills, Relationship Management, Administration Support, Administrative Services, Client Services, Team Player Spirit, Problem Solving Skills, Administration And Secretarial, Office Management

Employment Type: Full-Time

Experience: years

Vacancy: 1

Yearly Salary Salary: 3 - 5