Financial Advisor Administrator

2 weeks ago

Durban, South Africa The Recruitment Council Full time

Job Title: Financial Advisor Administrator

Job Overview: An exciting opportunity has arisen for a highly organized and proactive Financial Advisor Administrator to join a dynamic team. This role offers a chance to work in a fast-paced environment, providing efficient administrative support while ensuring seamless operations and top-notch service delivery.

Key Responsibilities:

  • Manage and process various administrative duties, including completing forms for risk and investment applications, and handling tasks like new business, switches, redemptions, debit order changes, and client servicing requests.
  • Handle inquiries regarding portfolios, providing timely and accurate responses.
  • Coordinate with product providers to obtain statements, tax certificates, and other essential documents.
  • Prepare and organize meeting files, ensuring all documentation is accurate and complete.
  • Communicate effectively via phone and email with various stakeholders, including internal teams and external providers.
  • Resolve queries proactively and provide high-quality service at all times.
  • Manage and prioritize tasks, ensuring deadlines are met, and handle multiple responsibilities efficiently.
  • Assist with the coordination of company functions, events, and meetings.
  • Support the winding up of estates, ensuring thorough follow-up with relevant parties and keeping all parties updated.
  • Ensure proper storage of documents and maintain accurate records in the companys systems.

Key Performance Indicators:

  1. Professional Development: Achieve personal milestones and participate actively in training programs to enhance skills and knowledge.
  2. Client Service Excellence: Consistently provide excellent service to stakeholders, addressing queries and issues efficiently.
  3. Adherence to Deadlines: Ensure tasks are completed on time with a strong focus on accuracy and attention to detail.
  4. Operational Efficiency: Follow company processes meticulously, keeping records up to date and completing all administrative tasks in a timely manner.

Requirements:

  • Educational Qualifications: A relevant qualification in business, finance, or a related field is preferred but not essential.
  • Experience: Previous experience in client services, administration, or a financial services environment is advantageous.
  • IT Skills: Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM or office management systems.
  • Attention to Detail: High level of accuracy and meticulous attention to detail when managing tasks and handling client data.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and internal teams.
  • Organizational Skills: Ability to prioritize tasks, manage multiple responsibilities, and work under pressure while maintaining a high level of accuracy.
  • Client-Focused Attitude: A passion for providing exceptional client service and the ability to go the extra mile to resolve issues.
  • Problem-Solving Skills: Strong decision-making and problem-solving abilities, able to handle queries efficiently and effectively.
  • Time Management: Proven ability to manage time effectively and meet deadlines consistently.

Desired Skills & Competencies:

  • Strong interpersonal skills with a high ability to build trusted relationships both internally and externally.
  • Ability to thrive in a team-based environment while also working independently.
  • Proactive in identifying and addressing potential issues before they arise.
  • Resilience and the ability to work well under pressure.

This position is ideal for a detail-oriented, proactive individual who thrives in a fast-paced environment and is looking to make an impact within a forward-thinking organization.

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