Senior Administrator - Somerset West - Helderberg Personnel

Helderberg Personnel Somerset West

1 week ago

Description

Job Description:

Duties and Responsibilities

Administrative Support: Provide secretarial duties, scheduling meetings, and general office administration.
Client Service: Assist the financial advisor in servicing existing and new clients, handling meeting documentation, application forms, and follow-ups.
Data Management: Capture client data, update spreadsheets and word documents, and process new business.
Compliance: Assist with FAIS and FICA compliance and any other compliance requirements.
General Office Duties: File, scan, print, order stationery, and perform other associated tasks.
Client Communication: Be telephonically available for client queries and act as the initial point of contact.
Record Keeping: Maintain an accurate filing and recording system for both hard copies and electronic records.
Investment Updates: Ensure investments and assets under management are up to date and current, and send monthly statements.

Requirements

Grade 12 (Essential).
5+ years' experience in a financial advisory practice is advantageous.
Post Matric qualification will be an advantage.
Strong written and verbal language skills in both Afrikaans and English essential.
Strong computer skills essential.
Own vehicle, transport, and driver's license essential.

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