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ADVISOR SERVICE ADMINISTRATOR (3525 EFS ADMIN)

Overview

Reference
3525 EFS ADMIN

Salary
ZAR/month

Job Location
- South Africa -- Tshwane Metro -- Pretoria

Job Type
Permanent

Posted
03 June 2025

Closing date
14 Jun 2025 21:59


A well known Company within the Financial Services Industry is looking for someone that can fulfill the following:

Formal Education:

  • Matric

Experience:

  • This position requires at least 2 years working experience in an administrative support role in the financial services industry. The work includes process driven routine work with a lot of direct contact with various divisions and financial advisors. The ability to communicate freely and fluently is essential.

Knowledge:

  • Fluent in English and Afrikaans (speak, read & write)
  • Excellent knowledge of MSOffice (Word, Excel and Outlook)

Onboarding:

  • Provide administrative assistance with:
    • the Due Diligence process in line with the standard operating procedures
    • the Pre Take-on process in line with standard operating procedures
    • the Post Take-on process in line with standard operating procedures
    • compliance requirements to compliance division
    • Obtain complete client lists, ensure import process on Commsplit is done
    • the client communication process to clients with the marketing division (content, deadline and feedback)
    • Provide weekly feedback to HOD

Transfer and data recon Process:

  • Provide administrative assistance with:
    • Internal and external client and commission transfers in line with the standard operating procedures
    • Book acquisitions (administrative support in line with the operating procedures)
    • Verify completeness of transfers forms and follow-ups on any outstanding requirements
    • Send detailed feedback to the relevant divisions on regular basis regarding the progress
    • Provide weekly feedback to HOD

Resignation Process:

  • Provide administrative assistance with:
    • Resignations process in line with the standard operating procedures
    • Liaise with all relevant departments regarding deadline dates, content, communication, closure of systems and delivery
    • Request client lists from MIS/Commissions for preparation of communication and transfer purposes
    • Manage, update and implement changes to documents to ensure document integrity
    • Manage advisor folders on Sharepoint/Commsplit
    • Manage the Resignations register (to be updated and maintained on a regular basis)
    • Provide weekly feedback to HOD

General:

  • Attend to all advisor enquiries with correct, quick and efficient support, in line with the SLA deadlines
  • Manage the Tax directive process as per the standard operating process
  • Arrange/courier business cards and marketing material as needed and manage the Invoicing allocations process
  • Liaise with advisors and business development on a regular basis related to queries, BC updates and lists required
  • Assist with general and special projects as and when required
  • Attend to any divisional support activities as may be required and requested from the head of your division


Contact information

Christo van der Merwe