Administrative Support Associate
6 days ago
About the Job
We are looking for a highly skilled and experienced Financial Planning Support Specialist to join our team in South Africa. This role offers a unique opportunity to learn and grow professionally while working in a dynamic and agile environment.
About the Role
You will provide administrative support to our clients and Financial Planners, build relationships with clients, and become an expert on our products and providers.
Key Responsibilities
- Support projects to improve data consistency in our systems.
- Liaise with 3rd party providers and navigate provider platforms.
- Process new business applications.
- Coordinate Financial Planner's diaries and arrange client meetings.
- Prepare documentation for client appointments and meetings.
- Respond to client inquiries and liaise directly with them.
- Ensure accurate data entry within specified timelines.
Requirements
- Tech-savvy with intermediate Excel skills, including v:lookups and pivot tables.
- Experience in a similar administrative role, ideally within Financial Services.
- Familiarity with Atomos products, including pensions, investments, and protection.
- Good communication skills and comfort with numbers.
- Highly organized and able to work effectively in a team environment.
- Prior experience supporting overseas firms, particularly those based in the UK, is preferred.
Our Company Culture
We value teamwork, professionalism, and continuous learning.
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