Johannesburg: Financial Client Relationship Officer (Administrative Assistant) posted by Status Staffing

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:

• Matric
• Tertiary qualification (3-year degree) in finance or commerce
• 1–3 years’ experience in an administrative role within the financial services industry
• 3–5 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 driver’s license
• Ability to quickly learn and grasp the company’s business model, products, and services
• Awareness of competitor activities and offerings in the market

 
DUTIES:

• Service existing private clients allocated to the team’s 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 company’s 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 company’s 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.

HOURS:

• Monday to Friday: 08:00 – 17:00

Should you meet all the requirements, apply on our website at www.********.co.za today.
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.