+2 more
Clear All Filters
Verified Ad
Job Summary
KEY RESPONSIBILITIES
Client Services & Administration- Provide professional client service and act as a key contact for clients.
- Prepare client documentation and assist with financial planning meetings and reviews.
- Manage client onboarding, FICA/AML documentation and compliance requirements.
- Process new business applications, transfers and policy amendments.
- Liaise with product providers regarding applications, underwriting, fees and outstanding requirements.
- Assist with client queries and complaint resolution.
- Check commission statements and follow up on outstanding commissions and fees.
- Support Portfolio Managers and Client Relationship Managers with applications, mandates and portfolio administration.
- Maintain accurate client information, policy schedules and electronic records.
- Capture and update client details, notes and tasks on CRM systems.
- Prepare client portfolios, consolidated reports and review documentation.
- Manage diaries, appointments and client communications.
- Assist with system-related queries and liaise with IT support where necessary.
- Assist with client events, RSVPs and event coordination.
- Support general office administration, reception and meeting arrangements.
- Manage stationery, office supplies and marketing materials.
REQUIREMENTS
- 2–3 years' experience in financial services would be advantageous.
- Relevant tertiary qualification or industry-related courses.
- Knowledge of the financial services industry.
- Understanding of FAIS and FICA legislation would be advantageous.
- Experience with Xplan would be beneficial.
SYSTEMS & COMPUTER SKILLS
- Microsoft Excel, Word and Outlook.
- SharePoint.
- Xplan.
SKILLS & COMPETENCIES
- Excellent communication and client service skills.
- Strong organisational skills and attention to detail.
- Proactive, methodical and able to take ownership of tasks.
- Effective planning, prioritisation and time management.
- Strong problem-solving skills and the ability to multitask.
- Professional, adaptable and able to work under pressure.
- A collaborative, relationship-focused approach.
- Ability to handle confidential client information with discretion.
**Only candidates with relevant financial services experience will be considered. **
Merand Corbett & Associates
Recruiter
Error!
Success!
You have successfully created your alert.
You will receive an email when a new job matching your criteria is posted.
Please check your email. It looks like you haven't verified your account yet. Here's what you're missing out on:
- Response from employers
- Being able to log in and update your profile
- Apply for more jobs
Didn't receive the link? Resend Verification Link