Client Services Administrator - Umhlanga, South Africa - SRG Recruitment

SRG Recruitment

Verified Company

Umhlanga, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Overview

(Area:
) Umhlanga Ridge

(Salary:
) Market Related

(Ref:
AG)

Our client seeks to appoint a suitably experienced and qualified Client Services Administrator to provide administrative support to their high-net-worth client base.

Grade 12, experience in the Financial Advisory Industry and an excellent telephone manner are essential. Must be fully proficient in English with high efficiency in MS Word and MS Excel. A relevant tertiary qualification would be an advantage.

Responsibilities include HNW client liaison, setting up meetings, data capturing on CRM and internal workflows, portfolio schedules and reviews as well as document management and reporting.

Assisting in reception when required and general office /admin work.

The work environment is fast paced with tight deadlines. Must have own reliable transport as working out of normal hours may be required.