Client Administrative Support wanted: APPLY HERE
Client Administrative Support wanted: APPLY HERE
Wealth Management Company situated in Greenpoint Cape Town is urgently looking for a Client Administrative Support
To fulfil basic secretarial and reception duties and office administrative functions.
Duties:
Proactively manage all client queries and process their requests Interact with clients, staff and stakeholders.
Regular interaction with clients, fellow-employees, business management to ensure the effective delivery of administrative requirements.
Arrange and finalize all repurchases, loans and surrenders and replacements. Monitor maturities and report back to adviser.
Arrange appointments and manage adviser’s diary, and ensure reviews are set-up Arrange invoices and quotes where applicable.
Arrange for applications and switch forms and ensure documents are complete.
Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case.
Ensure that instructions are received and processed by product providers, and that processing takes place within reasonable turn-around times.
Assist with event planning where adviser markets his services.
Gather and prepare information for client meetings, including but not limited to initial meetings and client reviews.
Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices.
Ensure correct broker code allocated to clients, keep record of any changes.
Handle or facilitate the resolution of all queries received within 24 hours or at the earliest possible time.
Responsible for ensuring all FAIS and FICA compliance documents are on record, and assist adviser with compliance requirements.
Scan to and file all new business documents in client folder.
General office duties which include but are not limited to, filing, scanning, printing, ordering stationery and any other duties which may be associated.
Assist in building client relationships by prompting adviser to contact clients on their birthdays.
Be telephonically available for client queries, and act as initial point of contact for client queries, including re-directing callers as appropriate, undertaking action required, and carry out resulting follow-up work.
Develop, implement and maintain appropriate filing and recording systems – both hardcopies and computerized.
Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a quarterly basis at minimum.
Responsible for the management of presentation projects which will include arranging presentations in conjunction with Head Office, completing registration packs, and making appointments for Advisor as well as necessary follow up thereof.
Matric.
valid driver’s license.
Critical Competencies
Administration Perform routine tasks
Technologically literate (MS Office, Excel) Apply procedures rigorously Good internet skills – email program Accurate and thorough Principles of sound English and Afrikaans Logical thinking Investments Coordination
Service delivery Planning and execution
Assurance Problem solving
Follow oral and written instructions Attention to detail
Methodical Highly organized
Dependable. Apply Now
Source: Jobs365
