Johannesburg: Financial Client Relationship Officer (Administrative Assistant)

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 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. HOURS: Monday to Friday: 08:00 17:00