Advisor Admin Assistant - Pretoria Verfied

R 21 000 per month Pretoria, Gauteng Pretoria, Gauteng more than 14 days ago 22-01-2019 7:55:12 AM
19-03-2019 7:55:12 AM
Job Title: Advisor Administrative Assistant
Location: Pretoria
Employment Permanent
Purpose statement:
- Apply administrative processes under the supervision of the financial advisor

Position in the organisation
Reports to:
Financial Advisor
Primary objective:
- Routine application of information. Work as a team member or as an individual contributor. Required to identify deviations from standard and take corrective action to rectify. Required to apply knowledge and skills to related tasks. May be required to create various documents and fulfill various routine tasks.

Duties

People
- Proactively manage all client queries and process their requests
- Interact with clients, staff and stakeholders
- Regular interaction with clients, colleagues and management to ensure the effective delivery of administrative requirements within a specified framework

Processes
- Finalize all repurchases, loans and surrenders and replacements
- Monitor maturities and report back to the advisor
- Arrange appointments and manage the advisor’s diary, ensure reviews are set-up
- Arrange invoices and quotes where applicable
- Arrange for applications and switches forms and ensure documents are complete
- Drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case
- Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable turn-around times
- Assist with the planning where advisor markets his services
- Gather and prepare information for client ,meetings, including but not limited to initial meeting and client reviews
- Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices
- Ensure correct broker code allocated to clients, keep records of any changes
- Facilitate the resolution of all queries received within 24 hours or at earliest possible time
- Assist with FAIS and FICA compliance and any other compliance requirements
- Scan to file all new business documents in client folder
- General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith
- Be telephonically available for client queries, and act as initial point of contact for client queries
- Maintain an appropriate filing and recording system – both hardcopies and electronically
- Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a quarterly basis at minimum
- Technology - General efficient operation of all resources to support the administrative business process
- Responsible for loading information on ECRM as required for reporting and feedback, e.g. leads
- Ensure that all client information is maintained on the client relationship management system

Job Evaluation
Criteria
Formal Education: Matric

Experience:
A minimum of three years experience in financial services or investment related administrative environment


Critical Competencies
Knowledge
- Administration
- Technologically literate (MS Office, Excel)
- Good internet skills – email program
- Principles of sound English and Afrikaans
- Investments
- Service delivery
- Assurance Skills
- Perform routine tasks
- Apply procedures rigorously
- Accurate and thorough
- Logical thinking
- Coordination
- Planning and execution
- Problem solving
- Follow oral and written instructions
- Attention to detail
- Methodical
- Highly organized
- Dependable

Only short-listed candidates will be contacted,