Job Summary
About
Our client is a leading foreign exchange intermediary, providing individuals and businesses with
expert guidance and preferential rates for their international transfers. They pride ourselves on delivering a professional, personalised, and transparent service that helps their clients make the most of their money when moving it across borders.
Key Responsibilities
As a Partnerships Administrator you will serve as a liaison between them and their clients with a focus on client satisfaction.
- Process flow management on the CRM system
- Onboarding of partners ensuring compliance requirements are met.
- Managing Partners agreements.
- Handle partner/agent and client queries (full understanding of client processes• Handle partner/agent and client queries (full understanding of client processes
- required).
- Constant upkeep of the CRM to ensure information is always up to date.
- Partner event planning.
- Assist in keeping the Events Calendar up to date for the Business Consultant team.
Key Competencies
- Principles and ethics: Adhering to good practice and ethical principles and values.
- Good work ethic with a willingness to go the extra mile and work as a team player.
- Must be motivated, energetic and committed to the role.
- Meticulous: Impeccably accurate with a keen eye for detail.
- Service delivery: Delivering results and exceeding customer expectations.
- Excellent interpersonal skills and the ability to work effortlessly with clients and the team.
- Displays gravitas & emotional maturity.
Qualifications & Experience:
- Minimum of 2–3 years’ experience in an administrative or client support role, ideally within financial services.
- Experience in partner or relationship management support is advantageous.
- Matric required; a relevant tertiary qualification in business, finance, or marketing preferred.
- Knowledge of foreign exchange or cross-border payments will be an advantage.
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