Executive Financial Support Specialist
1 month ago
Job Overview
We are seeking a highly skilled and organized individual to join The Recruitment Council as an Executive Financial Support Specialist. This role is ideal for someone with a passion for organization, accuracy, and attention to detail.
About the Role
This is an exciting opportunity to work in a fast-paced environment, supporting financial advisors in managing client portfolios and ensuring smooth operations. As an Executive Financial Support Specialist, you will be responsible for preparing and managing proposals, quotations, and policies for client meetings.
Key Responsibilities
- Proposal Management
- Prepare and manage proposals, quotations, and policies for client meetings.
- Administrative Support
- Handle various administrative tasks including submission of applications, gathering and maintaining up-to-date FAIS documents, and managing new business queries or policy renewals.
- Event Planning
- Provide support in planning and organizing events and functions, both business and personal (e.g., booking flights, researching venues, arranging activities).
- Client Communication
- Build and maintain relationships with clients, medical schemes, and insurance providers.
- Financial Management
- Handle the management and balancing of monthly commissions.
- Scheduling
- Schedule client meetings and provide ongoing support to financial advisors.
Requirements
- Experience
- Minimum of 5 years of experience in a similar administrative role, ideally within the insurance or financial services sector.
- FAIS Compliance
- FAIS compliance is preferred (Rep status or willingness to pursue Rep status).
- Tech Savviness
- Must be tech-savvy, with experience in CRM systems being an advantage.
- Attention to Detail
- Strong attention to detail, analytical skills, and an affinity for numbers.
- Multitasking
- Ability to handle multiple tasks while maintaining a high level of accuracy and efficiency.
- Communication Skills
- Professional, reliable, and empathetic with excellent communication skills.
Salary and Benefits
The estimated salary for this role is around R350,000 - R450,000 per annum, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement fund contributions, and paid time off.
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