• November 17, 2020 11:30 am
  • Cape Town, Western Cape

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


  • Grade 12 or equivalent


  • 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


  • 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


  • Job Type : Full Time
  • Industry : Accounting / Finance
  • Educational Specialization : Business & Management