Business Support Administrator

6 days ago

Somerset West, South Africa Merand Corbett & Associates Full time

Western Cape

,

Somerset West

(Market related)

The Business Support Administrator reports to the Client Service Manager and you will be supported through supervision, listening, training and development.

KEY DUTIES & RESPONSIBILITIES
- Client orientated with a strong sense of what service entails
- Financial services background is an advantage but not a requirement
- A minimum of 2 years’ experience in client relations or sales support role
- A tertiary qualification or relevant client services qualification is advantageous but not a requirement
- Demonstrable communication skills both written and over the phone
- Complete a range of administrative duties i.e. monitoring mail boxes and responding appropriately and timely/maintaining spreadsheets/preparing documentation and distributing.
- Generating sales reports via Salesforce
- Supporting incoming and outgoing mails / calls as required
- Updating client information where required i.e. beneficiaries, contact details etc.
- Understanding the products, sales information, AML, supporting IFA’s
- Obtaining valuations from 3rd parties
- Undertaking the complaint and compliment queries. Record, manage and escalate
- Responsible for actioning Terms of Business and ensuring the standard procedure has taken place
- Responsible for processing / actioning change of adviser forms, Pension transfers, investment switches and appointment of DFM
- Provide a high quality administrative support service as required
- Undertaking housekeeping of electronic data
- Providing sale support materials to IFA’s and BDM’s

RESPONSIBILITIES TO INCLUDE:

- Supporting sales reports via Salesforce
- Onboarding New Private Clients
- Supporting incoming and outgoing mails / calls as required
- Updating client information where required i.e. beneficiaries, contact details etc.
- Understanding the products, sales information, AML, supporting IFA’s
- Obtaining valuations from 3rd parties
- Undertaking the complaint and compliment queries. Record, manage and escalate
- Responsible for actioning Terms of Business and ensuring the standard procedure has taken place
- Responsible for processing change of adviser forms
- Provide a high-quality administrative support service as required
- Undertaking housekeeping of electronic data
- Providing sale support materials to IFA’s and BDM’s

COMPETENCIES
- Strong organisational, time management and communication skills
- Ability to work independently and with a team
- Good communication skills over the phone
- Ability to work with confidential and sensitive data
- Ability to work under pressure, multi-task and meet deadlines
- Experience of working in and maintain good client relationships and delivering good service
- High level of commitment and positive attitude
- Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved
- Be energetic in your approach to performing a service to the Company
- Present yourself professionally to fellow employees and clients of the Company
- Interact respectfully with all persons in the business and all other persons dealing with the Company in whatever form

For more information please contact:
Lynn Diedericks

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