Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans. Your:

Formal Education:

• Matric and relevant industry-related degree

Experience:

• A minimum of five years relevant experience in the financial services industry

Critical Competencies:

• Knowledge
  • Administration
  • Technologically literate (MS Office, Excel)
  • Good internet skills - email program
  • Principles of sound English and Afrikaans

will enable you to:

People:

• Proactively manage all client queries and process their requests accurately and with due care and diligence;
• Interact with clients, staff and stakeholders;
• Regular interaction with clients, colleagues and management to ensure the effective and efficient delivery of administrative and planning requirements.

Processes:

• Arrange and finalize all repurchases, loans and surrenders and replacements;
• Monitor maturities and report back to the advisor;
• Arrange appointments and manage the advisor's diary, ensure reviews are set-up;
• Arrange flights and transfers for advisor when travelling to client visits;
• Arrange invoices and quotes where applicable;
• Timeously arrange for applications and switch forms and ensure documents are complete and accurate;
• Submit new business timeously and accurately and follow up on the process;
• Provide daily feedback to advisor on all business in process;
• Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case;
• Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable SLA turn-around times;
• Assist with the planning where advisor markets his services;
• Gather and prepare information for client meetings, including but not limited to initial meeting and client reviews;
• Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices;
• Ensure correct broker code allocated to clients, keep records of any changes;
• Handle or facilitate the resolution of all queries received within 24 hours or at earliest possible time;
• Responsible for ensuring all FAIS and FICA compliance documents are on record, monitor and assist advisor with compliance requirements and submission thereof on audit;
• Scan to file all new and existing business documents in client folder;
• General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith;
• Assist in building client relationships by prompting advisor to contact clients on their birthdays and important events;
• Be telephonically available for client queries, and act as initial point of contact for client queries, including re-directing callers as appropriate, undertaking action required, and carry out resulting follow-up work;
• Develop, implement, and maintain an appropriate filing and recording system - both hardcopies and electronically;
• Ensure that investments and assets under management and the record