Job Description
About the Role
Our client within the Financial Sector has a Advisor Service Administrator position available. The ideal candidate will provide administrative competence to ensure professional onboarding and exits of financial advisors, while being fluent in both English and Afrikaans.
Key Responsibilities
- Provide administrative assistance with Onboarding:
- The Due Diligence process in line with 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 administrative assistance with Transfer and data recon Process:
- Internal and external client and commission transfers in line with 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 progress
- Provide administrative assistance with Resignation Process:
- Resignations process in line with 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)
- General:
- Attend to all advisor enquiries with correct, quick and efficient support, in line with SLA deadlines
- Manage the Tax directive process as per standard operating procedure
- Arrange/courier business cards and marketing material as needed and manage 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
Requirements
- Matric
- 2 years working experience in an administrative support role in the financial services industry
Salary & Benefits
Not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Insurance Jobs in Gauteng
The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.
Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.
Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.
The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.
For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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