Administrative Associate
3 months ago
Job Title: Administrative Associate
Location: Somerset West
Employment Type: Permanent
Job Description
The Administrative Associate will play a vital role in a growing holistic independent financial planning business. This position is ideal for a self-motivated and driven individual who thrives in a collaborative team environment.
Key Responsibilities
Secretarial and Personal Assistant Duties:
- Serve as the first point of contact for incoming calls and manage the advisors calendar.
- Arrange appointments and coordinate schedules to ensure smooth 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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