Senior Administrator Somerset West - Helderberg Personnel

    Helderberg Personnel
    Helderberg Personnel Somerset West

    1 week ago

    Helderberg Personnel background
    Description

    Job Summary

    We are seeking a skilled administrator to join our team of Financial Advisors at an elite financial services and investment concern based in Somerset West.

    Duties & Responsibilities

    1. Schedule meetings, perform general office administration, and handle correspondence with clients and service providers.
    2. Assist the financial advisor in servicing existing and new clients by preparing meeting documentation, application forms, and follow-ups.
    3. Filing, capturing client data, updating spreadsheets, and word documents.
    4. Process new business by pre-populating documentation, reviewing proposals, and submitting application forms to service providers and insurance companies.
    5. Follow up on all client transactions, implement new business, and ensure timely completion of tasks.
    6. Drawing statements from service providers and summarizing client portfolio information.
    7. Prepare presentations, investment summaries, and documentation for client review meetings.
    8. Ensure FAIS and FICA compliance and maintain accurate records.
    9. Scan and file all new business documents in the client folder.
    10. Perform general office duties, including filing, scanning, printing, and ordering stationery.
    11. Be available for client queries via telephone and act as the initial point of contact.
    12. Maintain an organized filing system for both hard copies and electronic documents.
    13. Update investments and assets under management, and send monthly statements.
    14. Multitask and work effectively under pressure.

    Requirements

    1. Grade 12 (Essential).
    2. A minimum of 5 years' experience at a financial advisory practice is advantageous.
    3. A Post-Matric qualification will be an advantage.
    4. Strong written and verbal language skills in Afrikaans and English are essential.
    5. Proficient computer skills are required.
    6. An own vehicle, transport, and driver's license are essential.


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Somerset West