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Business Support Officer

2 weeks ago

Somerset West, South Africa Helderberg Personnel Full time

administration|financial services|insurance

Key Duties and Responsibilities include but not limited to:

- Supporting sales reports via Salesforce
- Onboarding New Private Clients
- Updating client information where required i.e. beneficiaries, contact details etc
- Understanding the products, sales information, AML, supporting IFA’s
- Obtaining valuations from 3rd parties
- Undertaking the complaint and compliment queries (Record, manage and escalate)
- Actioning Terms of Business and ensuring the standard procedure has taken place
- Processing change of adviser forms
- Provide a high-quality administrative support service as required
- Undertaking housekeeping of electronic data
- Providing sale support materials to IFA’s and BDM’s
- Complete a range of administrative duties i.e. monitoring mailboxes and responding appropriately and timely, maintaining spreadsheets, preparing documentation and distributing
- Handling ad-hoc benefits requests
- Opening investment accounts
- Assisting with outstanding customer due diligence
- Processing / actioning change of adviser forms, Pension transfers and investment switches

Competencies:

- Strong organizational, time management and communication skills
- Ability to work independently and with a team
- Good communication skills over the phone
- Ability to work with confidential and sensitive data
- Ability to work under pressure, multi-task and meet deadlines
- Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved
- Be energetic in your approach to performing a service to the Company
- Present yourself professionally to fellow employees and clients of the Company
- Interact respectfully with all persons in the business and all other persons dealing with the Company

Key Business Partners:

- Client Service Team
- Client Service Manager
- SA and Guernsey Office colleagues
- IFA’s and Clients

Requirements Include:

- Client orientated with a strong sense of what service entails
- Financial services background
- A minimum of 2 years’ experience in paraplanning and/ or offshore on-boarding in the financial firm
- At least 1 year in an office environment preferably within a finance or insurance role
- A tertiary qualification or relevant client services qualification is advantageous