Pretoria: Advisor Services Administrator posted by Hire Resolve
Posted on 2025-06-07 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Administration/PA/Secretary |
| Location | Gauteng / Pretoria |
Job Summary
Responsibilities
Onboarding
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Support due diligence process in line with standard operating procedures
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Assist with Pre and Post Take-on processes
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Ensure compliance requirements are met through liaison with the compliance division
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Obtain and import complete client lists into Commsplit
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Coordinate client communication with the marketing division (content, deadlines, feedback)
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Provide weekly updates to the Head of Department (HOD)
Transfers & Data Reconciliation
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Support internal and external client and commission transfers as per SOP
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Assist with book acquisitions and ensure documentation completeness
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Follow up on outstanding transfer form requirements
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Send regular progress updates to relevant divisions
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Provide weekly feedback to the HOD
Resignations
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Facilitate the resignation process as per SOP
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Coordinate with departments regarding deadlines, content, system closures, and communications
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Request client lists from MIS/Commissions for transfer preparation
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Maintain and update documents and advisor folders (SharePoint/Commsplit)
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Update and manage the Resignations Register regularly
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Submit weekly updates to the HOD
General Administration
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Respond to advisor queries efficiently in line with SLA requirements
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Administer the tax directive process according to SOP
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Arrange and courier business cards and marketing materials; manage invoicing allocations
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Liaise with advisors and business development for updates and queries
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Participate in general and special projects as required
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Support other divisional activities as assigned by the department head
Requirements
Formal Education
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Matric (Grade 12)
Experience
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Minimum 2 years’ experience in an administrative support role within the financial services industry
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Process-driven with frequent interaction across departments and with financial advisors
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Strong communication skills essential
Knowledge
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Fluent in English and Afrikaans (spoken, read, and written)
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Proficient in MS Office (Word, Excel, Outlook)
Skills
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Effective communication
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Strong organisational skills
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High attention to detail
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Analytical and problem-solving skills
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Ability to work independently and manage priorities
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Deadline-driven and able to work in a fast-paced environment
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Professional telephone etiquette
Please Note, if you don’t match the Requirements and Industry you won’t be consider for this role.
Benefits
- Market-related salary
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Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
- Please use “Bookkeeper“ as your subject line when applying via email
-
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We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
-
Click Go Apply to apply online!
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