Senior Administrator Somerset West

5 days ago

Somerset West, South Africa Helderberg Personnel Full time

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 Main duties and responsibilities include: Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups; Filing, capturing client data, updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers/insurance companies; Follow-up on all client transactions, implementation of new business, etc.; Drawing statements from service providers and summarizing client portfolio information; Preparation of the necessary presentations, investment summaries, and documentation for client review meetings; Assist with FAIS and FICA compliance and any other compliance requirements; Scan to file all new business documents in the 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 therewith; Be telephonically available for client queries and act as the initial point of contact for client queries; Maintain an appropriate filing and recording system – both hard copies and electronically; 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; It is essential that the candidate has the ability to multitask and work under pressure. Requirements Grade 12 (Essential). 5+ years’ experience at a financial advisory practice is advantageous. Post Matric qualification will be an advantage. Strong written and verbal language skills in both Afrikaans and English are essential. Strong computer skills are essential. Own vehicle, transport, and driver's license are essential. #J-18808-Ljbffr

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