Job Title Administrative Assistant

Location Bloemfontein
Employment Permanent
Purpose statement
Apply administrative processes under the supervision of the financial advisor.
Serves visitors by greeting, welcoming, and directing them appropriately. Answer the phone, take messages, and redirect calls to appropriate offices.
Position in the organisation Reports to:
Financial Advisor Branch Manager

Subordinate
None
Job objective To assist the Financial Advisor Branch Manager in the administration and implementation of clients’ financial planning and investment needs.
assists clients and staff through transferring calls, answering questions, and providing information.
to ensure the front desk provides professional and friendly service to our customers and staff and to co-ordinate the office maintenance services.
Duties
Client interaction & Administration Regular interaction with clients, colleagues and management to ensure the effective delivery of administrative requirements within a specified framework
Ensure that client documentation is in compliance with FICA & FAIS legislation
Scheduling meetings for Financial Advisor and organizing diary
Attend to client complaints and enquiries in consultation with Financial Advisor
Recording of client interaction and updating of client records upon completion of interaction, Maintain client record and database
Written communication/confirmation to clients or service providers
People & Operational Support Efficient operation of the switchboard - answering all incoming calls promptly and politely; assessing caller’s requirements; transferring calls; taking messages; delivering messages to the relevant staff member timeously
Communicate with a variety of individuals on all levels.
Work effectively in a team and as an individual.
Facilitates the smooth running of the reception and office maintenance
Attending to the setting up of the office at start of business and shut down at close.
Responsible for managing all outgoing and incoming couriers, receiving and cross-checking goods upon delivery
Co-ordinate with the office cleaners in order to prepare the boardrooms for meetings
Monitor the day-to-day activities of the office cleaner and assist with training, development and Performance Reviews.
Dealing with correspondence, complaints and queries
Encourage a healthy and productive work environment
Monitor stock and order office supplies (beverages and cleaning material)
Arranging couriers
Job Evaluation Criteria Formal Education
Minimum requirement: National Senior Certificate (Grade 12 / Matric) NQF 4
Excellent knowledge of English and Afrikaans (speak, write, read, understand)

Experience:
Administrative, Receptionist, and front office role
Customer service and telephone etiquette
Experience in financial services or investment related administrative environment
Critical Competencies Strong leadership and motivational skills
Ability to multitask and delegate
Excellent people skills
Sound Judgment
Highly organized
Excellent time management
Problem solving ability
Decision-making
Ability to analyze and evaluate information
Strong work ethic
Strong planning and execution ability
Continue self-development
MS Office skills
Attributes Adaptable
Patient
Focused
Positive
Work well and accurate under pressure
An ability to take initiative and work independently
Attention to detail
An ability to communicate effectively at various levels
An ability to think analytically and identify and solve problems effectively


Only short-listed candidates will contacted