Administrator: Marketing Support

1 day ago

Menlyn Park, South Africa Assupol Full time

Description

Duties & Responsibilities:
**Comply with FAIS Regulation**
- Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
- Comply with FIT and Proper requirements for new recruitments
- Update appointments and terminations on the FSCA register within required time frame
- Conduct monthly checks and maintain Rep Register, Competence Register and compare records on the FSCA and MSA

**Validate appointments of Representatives**
- Ensure that the numeracy, language and e-assessment results are received
- Check if ID number is not blacklisted on MSA before proceeding with pre-approval checks
- Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSCA Register)
- Supervisor to sign-off pre-approval feedback
- Training list to be submitted by the Supervisor to the Regional Learning Administrator/ Regional Learning Facilitator.
- Process issuing of contracts, supervision addendum, disclosure letters, appointment letters and FSCA and Assupol code of conducts to representatives
- Process contract as per classroom training attended.
- Appointment and disclosure letters to be signed-off by the Supervisor and Manager
- Update the FSCA representative register and in-house systems
- Coordinate bridging allowances to representatives within required due date and ensure that the correct bridging amount is provided.

**Assist and support other departments with debarment process**
- Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer
- Assist with debarment and suspension of representative when found guilty
- Remove debarred representatives from FSCA representative register and in-house systems and ensure that the commission indicators are removed
- Liaise with the relevant departments for letters on termination of representative agreements and place on file
- Provide Intermediary & Services with required documents for debarment process within 24 hours
- Provide Forensics with required documents for investigations within 24 hours

**Comply with Supervision Processes**
- Request monthly supervision reports from the Sales Manager
- Send monthly reminders to the Sales Managers
- Update supervision records on a continuous basis on in - house system and save the records on the S’drive in the representatives file
- Prepare and pack supervision files for new representatives rendering services under supervision and courier to the respective Sales Manager.

**Compliance and Audit**
- Provide the required documents within 24 hours
- Actions to be implemented as per the set date

**Record keeping**
- Maintain accurate and neatness of record keeping on all representatives.
- Scanning and filing of representative agreements, addendums, recruitment documents, qualifications, MIE consent form credit & crim checks etc.
- Send original files to Metro file in a box that is marked and update the Metro file list on the Marketing Admin SharePoint folder.
- Provide support to Sales Team
- Answer telephone calls within 3 rings
- Check and respond to telephone calls within the same day

**Requirements**:
**Formal Education**

Grade 12

RE5 (advantage)

FSCA recognized qualification (advantage)

**Experience**

3 years’ experience in Sales

2 year’s Sales Administration

Work Level

Junior

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

Menlyn

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