Financial Client Relationship Officer (Administrative Assistant)
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Job Location:
Johannesburg - South Africa
Yearly Salary:
ZAR 3 - 5
Posted on:
18 days ago
Vacancies:
1 Vacancy
Job Summary
We are currently recruiting for a Financial Client Relationship Officer (Administrative Assistant) on behalf of our client based in Melrose North Johannesburg. The ideal candidate will have 13 years experience in an administrative role within the financial services industry along with 35 years exposure to investments sales financial planning and estate planning. A strong understanding of investment and fiduciary services along with proficiency in Microsoft Office Suite is essential.
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate
REQUIREMENTS:
DUTIES:
Should you not hear back from us within 10 working days please consider your application as unsuccessful. We will retain your credentials for future similar roles.
EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate
REQUIREMENTS:
- Matric
- Tertiary qualification (3-year degree) in finance or commerce
- 13 years experience in an administrative role within the financial services industry
- 35 years experience in financial services with exposure to investments sales financial planning and estate planning
- Computer literate with proficiency in Microsoft Office Suite
- Sound understanding of investment and fiduciary services
- Valid drivers license
- Ability to quickly learn and grasp the companys business model products and services
- Awareness of competitor activities and offerings in the market
DUTIES:
- Service existing private clients allocated to the teams client book.
- Build and maintain trusting relationships with private wealth clients fostering confidence and goodwill.
- Contact qualified leads set up and close appointments for wealth specialists.
- Attend to client queries and requests promptly and professionally.
- Handle maintain and track all leads ensuring follow-up within company timelines.
- Maintain and reconcile daily recon templates and performance figures for the Wealth Specialist team.
- Liaise with clients and ensure communication meets company guidelines.
- Use the companys CRM system fully and accurately.
- Make and confirm appointments for wealth specialists and prepare necessary documentation.
- Check deal packs cover schedules and will applications for completeness and accuracy before submission.
- Assist with outstanding requirements needed to complete deals.
- Understand the companys products to assist clients with their queries.
- Ensure compliance with FAIS Act FSB regulations and internal company compliance requirements.
- Handle new business administration terminations and complaints compliantly and fairly.
- Monday to Friday: 08:00 17:00
Should you not hear back from us within 10 working days please consider your application as unsuccessful. We will retain your credentials for future similar roles.
Required Experience:
Unclear Seniority
Key Skills
- Administrative Skills
- Time Management
- Account and Finance Skills
- Administration & Operation
- Customer Services
- Communication
- Analysis Skills
- Relationship Management
- Administration Support
- Administrative Services
- Client Services
- Team Player Spirit
- Problem Solving Skills
- Administration And Secretarial
- Office Management
