Regional Coordinator

PPS; Johannesburg; On-site; ZAR 223,000 - 357,000; Full time

Job summary

PPS Advisory Services and Enablement is seeking a Regional Coordinator to support the Regional Manager with administrative tasks and queries. You will arrange facilities for new recruits, handle travel arrangements, manage files, and assist in compiling plans and communications.

This role requires strong organizational skills and a minimum of three years in admin, with secretarial qualifications preferred. You will also coordinate branch activities, prepare agendas and minutes, and ensure

Qualifications

• High school certification required; secretarial diploma preferred.
• Minimum 3 years of administration experience.
• Experience coordinating facilities, communications and travel.

Responsibilities

• Arrange facilities for new recruits.
• Assist with supervision preparation (NQF 5).
• Develop and distribute branch communications.
• Complete DOFA requests.
• Ensure branch rules/constitution are followed.
• Maintain hard copy and electronic filing systems.
• Manage RM spreadsheets and relay messages.
• Coordinate travel arrangements; prepare itineraries and travel vouchers.
• Prepare agendas and minutes for branch meetings.
• Maintain Outlook diary and handle RM correspondence.
• Prepare documents for Advisors before client meetings.

Skills

Administrative support

Secretarial duties

Travel coordination

Scheduling & calendar management

Communication

Education

High school certification

Secretarial diploma

Tools

Outlook

MS Office

Job description

Job Description, PPS Advisory Services and Enablement – REGIONAL COORDINATOR

Job Description, PPS Advisory Services and Enablement – REGIONAL COORDINATOR

The focus is to deliver high standards of service to RGM by making the most effective and efficient use of various resources. The responsibilites is to support the RGM with all admin and any task related queries that he requires.

, Requirements,

High school certification.

Preferably

Secretarial diploma (or similar)

Minimum 3 Years Experience In Admin,

Duties and Responsibilities,

Key Responsibilities

Support RM (Primary Function)

• Arrange facilities for new recruits.
• Assist with completion of supervision (NQF 5).
• Develop and distribute branch communications.
• Complete DOFA request.
• Ensure branch rules/ constitution are followed.
• Maintain hard copy and electronic filing system.
• Managing C1, C1.5 and C2 spreadsheets for the RM (Manager’s discretion).
• Receive and relay telephone messages for Regional Manager.
• Direct the advisor to the appropriate staff member with regards to queries.
• Assist RM in compiling an annual plan with the advisors (IDP).
• Assist with Advisor changes including Advisor reallocations.
• Gather feedback on leads and capture it on the system. Follow up every month.
• Coordinate travel arrangements; prepare itineraries; prepare, compile and maintain

travel vouchers and records.

Support Advisor (Secondary Function)

• Coordinate and manage event arrangements (banners, brochures, catering, venue).
• Arrange monthly branch meeting.
• Arrange weekly one-on-one meetings with the Advisors under supervision with RM.
• Produce and circulate agendas of team meeting.
• Produce and circulate minutes for a team meeting.
• Manage Outlook diary on behalf of the Regional manager.
• Handle correspondence on behalf of Regional manager.
• Compile and update the compliance files PoE for audit purpose – monthly scan and

upload on the system.

• Track and ensure compliance as well as re-accreditation of Advisors on an annual basis.
• Produce monthly and weekly reports (reflecting applications per Advisor & API).
• Producing monthly report for RM.
• Update Business register - hardcopy and electronic.
• Assist on an ad-hoc basis as and when requested by RGM.
• Send a birthday message to clients on behalf of the Advisor

(Note: until IT produces an automated system to do this)

• Perform beneficiary updates for Advisors or direct the Advisor to Member Services to perform the updates on behalf of the Advisor.

• Prepare documents/ file for an Advisor before they go and see EXISTING clients - when the Advisor is not in the office and it is impossible for an Advisor to prepare the quote.

• Direct the Advisors to the correct channel so that the Advisor can forward queries for EXISTING CLIENTS including Commission, Claims, Underwriting, Investment and other ad-hoc queries. (RM Job) (Use Operational Escalation Process).

• Act as the primary source for arranging client servicing appointments for the advisors with EXISTING CLIENTS (as per resource availability)