Financial Services Administrator
Somerset West, Western Cape, Sudáfrica
1d ago
source : jobomas

Vacancy Details Employer : Important Company cc My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisorsr>

  • Main duties and responsibilities include : Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
  • Assisting the financial advisors in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups with service providers and clients;
  • Filing, capturing client data, updating spreadsheets and word documents;Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
  • Follow-up all client transactions, implementation of new business etc;Drawing statements from service providers and summarising client portfolio information;
  • Preparation of the necessary presentations, investment summaries and documentation for client review meetingsr>

    Assist with FAIS and FICA compliance and any other compliance requirementsScan to file all new business documents in client folderr>

    General office duties which include but are not limited to filing, scanning, printing and any other duties which be associated therewithr>

    Be telephonically available for client queries, and act as initial point offor client queriesr>

    Maintain an appropriate filing and recording system - both hardcopies and electronicallyr>

    Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basisr>

    It is essential that the candidate has the ability to multitask and to work under pressurer>

    Requirements : Grade Essential minimum of 2 years- experience at a financial advisory practice is crucialachelor's degree in business, economics, finance or a related field will be an advantagep>

    Own vehicle, transport and driver's license essentialr>

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