Pretoria: ADVISOR SERVICE ADMINISTRATOR posted by HR Option
Posted on 2025-07-15 00:00:00
Job Summary
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
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