Administrative Associate - Cape Town - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Cape Town

    1 week ago

    the recruitment council background
    Description

    Job Title: Administrative Associate

    Located in Somerset West, we are seeking a Permanent Administrative Associate to join our team.

    Key Responsibilities:

    • Secretarial and Personal Assistant Duties:
      • Serve as the first point of contact for incoming calls and manage advisors' calendars.
      • 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 completion of all client-related deliverables.
      • Verify 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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