Position Description

This is an administrative support position that reports directly to the Branch Manager. The role renders general administration to all in the branch, with a specific focus on client communication and loading and redirecting work flow to the Sales Support Consultant/financial advisers

Key Responsibilities

Output/Core Tasks: 

• Facilitate bulk communication by working closely with an external communication’s company
• Undertake periodic direct communication to clients
• Co-ordinate client information updates
• Upload /refresh mobile application with client detail in preparation for client presentation or appointment
• Workflow management and reporting
• Team cohesiveness and relationship building by building productive relationships with advisers, sales management and alliance departments

Minimum Requirements

Qualifications: 

• Grade 12 or equivalent

 Experience:  

• 3 years’ experience in financial distribution services
• 2 – 3 years’ client service and administration experience

 Personal Attributes / Skills: 

• Planning and organising
• Information monitoring
• Customer service orientated
• Attention to details
• Problem solver
• Able to work independently and plan/schedule work effectively
• Team player
• Communication and relationship building

Competencies

• Good client service orientation
• Concern for order and accuracy
• Good communication skills ( both verbal and written) in English
• Ability to prioritise and to handle conflict
• Pro-activity
• Problem identification and problem solving
• Confidence and performance orientated
• Computer literacy
• Confidentiality
• Treating customers fairly