Pretoria: ADVISOR SERVICES ADMINISTRATOR

About the Role

We are seeking an experienced Administrator to join our team as an Advisor Service Administrator in Pretoria. The successful 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:
• Due Diligence process in line with standard operating procedures
• Pre Take-on process in line with standard operating procedures
• 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
• Client communication process to clients with the marketing division (content, deadline and feedback)
• Transfer and data recon Process:
• Provide administrative assistance with internal and external client and commission transfers in line with standard operating procedures
• Book acquisitions (administrative support in line with 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
• Resignation Process:
• Provide administrative assistance with 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 process
• 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

Requirements

• Matric
• 2 years working experience in an administrative support role in the financial services industry

Qualifications

• Formal education/certifications: None mentioned