Business Support Officer - Somerset West, South Africa - Helderberg Personnel

Helderberg Personnel
Helderberg Personnel
Verified Company
Somerset West, South Africa

3 weeks ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description
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 highquality 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 adhoc 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, multitask 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 onboarding 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
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