Administration Assistant - Johannesburg, South Africa - HR Studio

HR Studio
HR Studio
Verified Company
Johannesburg, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

We're looking for


We are looking for a highly proficient administration assistant to help communicate, liaise and complete certain tasks for our clients growing Financial Advisor force and compliance departments.


Who are you?

  • Exceptional organizational skill
  • Intense attention to detail
  • Communicate concisely and clearly
  • Ability to multitask
  • Must be a highly driven, motivated, and focused individual who has a desire to change

What's the role?

You will be responsible for:


  • Liaise between the policyholder, adviser and the compliance department to curate compliance documents prior to processing/review
  • Monitor adviser activity and daily sales to ensure that all clients receive their required compliance documents on time
  • Request and perform regular follow ups with clients to obtain certain documents
  • Capture required data/information regarding each policy onto relevant systems/documents
  • Send relevant documents/reports to the advisers to complete, review, edit and sign off
  • Ensure that all documents are finalized within the required timelines
  • Upload all documents onto the administration system and send the required documents to compliance
  • Assist the company in managing the risk relating to compliance by financial advisers
  • Follow up with advisers regarding any queries from the compliance team
  • The responsibility for compliance will remain with each adviser and this is purely an administrative role

Boxes to tick

  • Matric
  • Relevant tertiary qualification
  • Experience in compliance and business administration advantageous
  • Efficient in Microsoft Word and Excel
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