Senior Administrator Somerset West

Helderberg Personnel; Wes-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

An elite financial services firm is looking for an administrator to support their Financial Advisors. This role involves a variety of secretarial duties, including scheduling meetings, managing client correspondence, and preparing documentation for client meetings. The ideal candidate will possess strong multitasking abilities, excellent communication skills in both Afrikaans and English, and a solid background in office administration within the financial sector. This is a fantastic opportunity to join a reputable organization and contribute to a dynamic team focused on delivering exceptional service to clients.

Qualifications

• 5+ years' experience at a financial advisory practice is advantageous.
• Strong written and verbal skills in Afrikaans and English are essential.

Responsibilities

• Scheduling meetings and general office administration.
• Assisting financial advisors with client documentation and follow-ups.
• Maintaining filing and recording systems for client information.

Skills

Multitasking

Strong written and verbal communication

Computer skills

Client servicing

Education

Grade 12

Post Matric qualification

Job description

Reference : SW-AM-1

My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.

Duties & Responsibilities

1. Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
2. Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups;
3. Filing, capturing client data, updating spreadsheets and word documents;
4. Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
5. Follow-up on all client transactions, implementation of new business, etc.
6. Drawing statements from service providers and summarizing client portfolio information;
7. Preparation of the necessary presentations, investment summaries, and documentation for client review meetings;
8. Assist with FAIS and FICA compliance and any other compliance requirements;
9. Scan to file all new business documents in the client folder;
10. General office duties which include but are not limited to filing, scanning, printing, ordering stationery, and any other duties which may be associated therewith;
11. Be telephonically available for client queries and act as the initial point of contact for client queries;
12. Maintain an appropriate filing and recording system – both hard copies and electronically;
13. Ensure that investments and assets under management and the recording thereof are kept up to date and current, and send out statements on a monthly basis;
14. It is essential that the candidate has the ability to multitask and work under pressure.

Requirements

1. Grade 12 (Essential).
2. 5+ years' experience at a financial advisory practice is advantageous.
3. Post Matric qualification will be an advantage.
4. Strong written and verbal language skills in both Afrikaans and English are essential.
5. Strong computer skills are essential.
6. Own vehicle, transport, and driver's license are essential.