Financial Planning Administrative Pro

Benrues Group; South Africa; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Benrues Group in South Africa is seeking an administrator with a client-facing focus to support Financial Consultants. The role emphasizes teamwork, accuracy and adherence to Harvard House values, and offers a pathway toward becoming a Financial Consultant within the financial services sector.

Your responsibilities include scheduling client meetings, processing paperwork, maintaining CRM (Marble), checking documents, and assisting with all administration.

Qualifications

• Matric with a minimum of 3 years administrative experience with client facing exposure.
• Passed Regulatory Exam is required for further career progression.
• Industry related experience and passed Regulatory Exam would be an added advantage.

Responsibilities

• Schedule meetings with clients on behalf of and in conjunction with Financial Consultant
• Engage with new clients to process paperwork, repopulation of forms, conduct compliance checks, obtain clients signature and process of all documentation
• Load all client contact/meetings as contacts by effective use of CRM (Marble)
• Obtain policy information from companies
• Attend to and resolve simple client queries
• Escalate queries to relevant Financial Consultant where the query exceeds expertise or knowledge
• Assist Financial Consultants with all aspects of administration, attend to outstanding requirements from clients and signing of documents
• Set tasks for processing and initiate necessary follow ups with allocated Administrators
• Check all documents for correctness upon receipt for client signature
• Prepare Review documents, draft Review Letters and send to clients, on behalf of Consultants
• Familiarise self with all Policy and Procedures required of a Financial Consultant in respect of administration and client engagement
• Attend Client meetings when required with the Financial Consultants
• Upload FAIS documents and ensure compliance regulations are adhered to
• Upload all relevant client documents
• Processing of client instructions and any related changes
• Play an active role in maintaining and improving efficiencies between Consultants and Investment Administration Department.

Skills

Admin skills

Planning

Organizing

Excel

Word

Analytical thinking

Communication

Interpersonal skills

Attention to detail

Education

Matric

Tools

Marble CRM

Job description

Benrues Group in South Africa is seeking an administrator with a client-facing focus to support Financial Consultants. The role emphasizes teamwork, accuracy and adherence to Harvard House values, and offers a pathway toward becoming a Financial Consultant within the financial services sector.

Your responsibilities include scheduling client meetings, processing paperwork, maintaining CRM (Marble), checking documents, and assisting with all administration.