Senior Financial Advisor Admin & Client Services Specialist

HR Options; Centurion; On-site; ZAR 30 000 - 50 000; Full time

Job summary

A financial services company is seeking a Senior Administrative Assistant to support a Financial Advisor. The ideal candidate will be fluent in English and Afrikaans, have at least five years of relevant experience, and possess strong technological skills. Responsibilities include managing client queries, arranging appointments, and ensuring compliance with administrative processes. This role is crucial for maintaining efficient operations within the branch.

Qualifications

• Minimum of five years relevant experience in the financial services industry.
• Experience with compliance documents and client queries management.
• Ability to engage with clients and manage administrative processes.

Responsibilities

• Implement and coordinate suitable processes for effective administration.
• Assist the Financial Advisor in managing client relationships and queries.
• Arrange appointments, manage the advisor’s diary, and handle documentation.

Skills

Fluent in English

Fluent in Afrikaans

Good internet skills

Technologically literate (MS Office, Excel)

Education

Matric and relevant industry-related degree

Job description

A financial services company is seeking a Senior Administrative Assistant to support a Financial Advisor. The ideal candidate will be fluent in English and Afrikaans, have at least five years of relevant experience, and possess strong technological skills. Responsibilities include managing client queries, arranging appointments, and ensuring compliance with administrative processes. This role is crucial for maintaining efficient operations within the branch.