Regional Administrator for Wealth Advisers

2 weeks ago


Cape Town, Western Cape, South Africa PSG Wealth Financial Planning Full time

Job description:


PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.


Responsibilities:

  • Operational support to wealth advisers
  • Communication to wealth advisers/assistants & offices
  • Diary management and travel arrangements
  • Prepare presentations and all reports
  • Manage marketing material & activities
  • Relationship building (internal & external)
  • Project management
  • Coordinate activities with support areas
  • Arrange training for wealth advisers & support staff
  • Regional office management (finances, budget, stationery, events & filing)
  • Manage client referrals, enquiries, complaints, recruitment
  • Systems management (knowledge & usage)
  • Stock control & ordering
  • Compile compliance and practice reports
  • Contract staff activations and terminations
  • Implementation of policies, processes & procedures
  • Expense claims management
  • Planning of work sessions, assist with clients and office functions/events

Minimum requirements:

  • Grade 12 / NQF4 qualification
  • Diploma in Office Administration or Secretarial
  • 3 years' relevant experience in the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office
    Advanced MS Excel skills and presentation skills using PowerPoint)

Recommended requirements:

  • Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)

Competencies required:

  • Communication skills
  • Problem solving skills
  • Ability to multitask

Education:

  • Diploma (preferred)

Experience:

  • Financial Services (not banking): 3 years (required)
Application Deadline: 2023/06/06
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