Somerset West: Financial Planning Administrator/ Receptionist posted by Merand Corbett & Associates
Posted on 2025-08-31 00:00:00
| Employer | Merand Corbett & Associates |
|---|---|
| Category | Office Automation |
| Location | Western Cape / Somerset West |
Job Summary
Secretarial/Personal Assistant:
- Initial point of contact, manage incoming calls, manage advisor calendars, and arrange appointments.
Administrative/Office Management:
- Ensure the effective delivery of administrative requirements within a specified framework and in a timely manner.
- General office management, stationery and consumables are sufficient.
Client Service:
- Proactively manage all client queries and process all client related deliverables through to completion.
- Responsible for checking that all information and documents that go to clients and service providers are correct.
- Follow-up all client transactions, implementation of new business etc up until completion.
- Keep track of outstanding client deliverables ensuring deliverables are met in a timely manner, whilst keeping client informed.
- Ensure amendments to investments, insurance policies, etc, are speedily and correctly captured, and confirmed with client.
- Assist with Medical Aid claims, Gap claims, Life Cover claims and Short-term Insurance claims.
- Task Management.
- Capturing all workflows, tasks and client interactions on the CRM system.
Operational:
- Ensure workflows, protocols and systems are fit for purpose.
- Champion new technology and improved processes to increase efficiencies.
Compliance:
- Ensuring CRM and hard copy files are FAIS and FICA compliant.
- All documents are stored digitally.
- Keep up to date registers to assist with internal compliance audits.
Candidate Requirements
Education & Skills:
- Matric or higher.
- Fluent in both English and Afrikaans.
- Understanding of administrative functions for full financial planning spectrum.
Experience:
Experience within the financial services industry, specifically with investments is preferable.
Characteristics:
- Candidate must be process focused, analytically inclined and work well with people.
- Self-motivated, driven, with the willingness to take initiative, whilst being a team-player.
- Must be able to identify business areas for improvement and be willing to source, implement and champion solutions to improve the business as a whole.
- Ability to interact with clients, staff and stakeholders with a high level of competency.
Technology and Systems:
- Proficient with MS Office Suite.
- Service Provider system knowledge beneficial.
- Experience within a holistic financial planning environment required.
***Only shortlisted candidates will be contacted***
Click Go Apply to apply online!
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