Financial Client Relationship Officer (Administrative Assistant)

Status Staffing; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading staffing agency seeks an experienced administrative professional in finance to manage private wealth clients and ensure regulatory compliance. The ideal candidate will possess a tertiary degree, a significant track record in financial services, and proficiency in Microsoft Office. Responsibilities include servicing client queries, maintaining relationships, and using CRM systems effectively. This permanent role is based in Johannesburg and requires a valid driver's license.

Qualifications

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

Responsibilities

• Service existing private clients allocated to the team's client book.
• Build and maintain trusting relationships with clients.
• Contact qualified leads and set up appointments for wealth specialists.
• Handle client queries and requests professionally.
• Use the company's CRM system accurately.

Skills

Computer literate, with proficiency in Microsoft Office Suite

Sound understanding of investment and fiduciary services

Ability to quickly learn and grasp the company's business model

Awareness of competitor activities and offerings

Education

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

Tools

CRM system

Job description

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 companys business model, products, and services
• Awareness of competitor activities and offerings in the market

DUTIES

• Service existing private clients allocated to the teams 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 companys 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 companys 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