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

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

Overview

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

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