Client Services Administrator
3 weeks ago
Client Services Administrator Sandton
Our Financial Services client is looking for a young dynamic Client Services Administrator with 2-3 years of experience.
Minimum requirements
Matric with a qualification or busy with
2-3 years of experience in the Financial Planning / Financial Services Industry
Strong Administrative Skills
Attention to detail
Strong client service ethic
Ability to communicate with clients and suppliers to forge relationships
Key duties
General running of the office
Maintenance of client database
Compilation of financial analysis and reports
Managing client liaison/correspondence
Ensuring client files are FAIS and FICA-compliant
Screening calls
Managing stationary and office supplies
Presentation pack compilations for new client meetings
Research for queries and reports
Submission of instructions
Follow-up until completion of each query and instruction
Please apply online
FROGG Recruitment
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