Administrative Associate

2 weeks ago


Somerset West, Western Cape, South Africa The Recruitment Council Full time

Job Title: Administrative Associate

Job Overview

The Recruitment Council is seeking a highly skilled Administrative Associate to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day functioning of our business.

Key Responsibilities

Secretarial and Personal Assistant Duties:

  • Provide exceptional customer service by serving as the first point of contact for incoming calls and managing the advisors calendar.
  • Arrange appointments and coordinate schedules to ensure seamless operations.

Administrative and Office Management:

  • Ensure the effective delivery of administrative requirements within specified timelines.
  • Manage general office tasks, including maintaining adequate stationery and consumables.

Client Service:

  • Proactively address client queries and ensure the completion of all client-related deliverables.
  • Verify the accuracy of all information and documents sent to clients and service providers.
  • Follow up on client transactions and communicate effectively throughout the process.
  • Assist clients with Medical Aid, Gap, Life Cover, and Short-term Insurance claims.

Task Management:

  • Capture workflows, tasks, and client interactions accurately in the CRM system.

Operational Support:

  • Ensure that workflows and protocols are efficient and effective.
  • Champion new technologies and improved processes to enhance operational efficiency.

Compliance:

  • Maintain compliance with FAIS and FICA regulations for CRM and physical files.
  • Ensure all documents are stored digitally and keep up-to-date compliance registers for audits.
Candidate Requirements

Education and Skills:

  • A minimum of a BCom degree, preferably with a focus on Financial Planning or Investment Management.
  • Fluency in both English and Afrikaans.
  • Understanding of administrative functions across the financial planning spectrum.

Experience:

  • At least 5 years of experience in a financial planning practice.

Characteristics:

  • Process-focused and analytically inclined, with strong interpersonal skills.
  • Self-motivated and driven, demonstrating a willingness to take initiative while being a team player.
  • Ability to identify areas for business improvement and implement effective solutions.

Technology and Systems:

  • Proficient in the MS Office Suite.
  • Familiarity with service provider systems is beneficial.
  • Experience within a holistic financial planning environment is required.

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