Client Administrator | Cape Town
Cape Town, Western Cape, South Africa
Job Description
Our client are seeking a dedicated and experienced Client Administrator to join their team in Cape Town. This role involves providing comprehensive administrative support to a financial advisor with an investment focus.Key Responsibilities:
- Provide holistic administrative support to the financial advisor.
- Manage the advisors diary, including client birthdays, meetings, etc.
- Perform general office duties such as scanning, printing, and filing (both online and physical).
- Ensure adherence to processes set by head office.
- Manage client queries efficiently.
- Gather and prepare information for client meetings, including reviews, proposals, and implementations.
- Assist with event planning as needed.
- Manage and drive outstanding requirements such as FICA and medicals.
- Generate quotes for investments, life cover, etc.
- Implement and monitor client proposals, including submitting applications, changes, switches, additions, and withdrawals.
- Arrange and finalize repurchases and transfers.
- Ensure product providers implement instructions accurately and within a reasonable timeframe.
- Experience in assisting a financial advisor, particularly with an investment focus.
- Proficiency in Excel and Outlook is essential.
- Strong organizational and multitasking skills.
- Excellent communication skills.
- Attention to detail and ability to follow processes meticulously.
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Job Detail
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Job IdJD1325486
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned