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Senior Business Operations Coordinator

2 months ago

Pretoria, Gauteng, South Africa The Recruitment Council Full time

We are seeking an experienced and dedicated Senior Business Operations Coordinator to provide comprehensive administrative support to a financial advisor with an investment focus.

About the Role

This is a key position that requires strong organizational and multitasking skills, as well as excellent communication and attention to detail. The successful candidate will be responsible for providing holistic administrative support, managing the advisor’s diary, and performing general office duties such as scanning, printing, and filing.

Key Responsibilities
  • Provide comprehensive administrative support to the financial advisor
  • Manage the advisor’s diary, including client birthdays, meetings, and appointments
  • Perform general office duties such as scanning, printing, and filing (both online and physical)
  • Ensure adherence to processes set by head office
  • Manage client queries efficiently
  • Gather and prepare information for client meetings, including reviews, proposals, and implementations
  • Assist with event planning as needed
  • Manage and drive outstanding requirements such as FICA and medicals
  • Generate quotes for investments, life cover, etc.
  • Implement and monitor client proposals, including submitting applications, changes, switches, additions, and withdrawals
  • Arrange and finalize repurchases and transfers
  • Ensure product providers implement instructions accurately and within a reasonable timeframe
Requirements
  • Experience in assisting a financial advisor, particularly with an investment focus
  • Proficiency in Excel and Outlook is essential
  • Strong organizational and multitasking skills
  • Excellent communication skills
  • Attention to detail and ability to follow processes meticulously
Estimated Salary

R55,000 - R70,000 per annum