SNR ADMIN ASSISTANT FOR FINANCIAL ADVISOR

• Matric and relevant industry-related degree

• 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

• 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.

• 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
  
  https://www.jobplacements.com/Jobs/S/SNR-ADMIN-ASSISTANT-FOR-FINANCIAL-ADVISOR-1241895-Job-Search-11-24-2025-2-53-12-PM.asp?sid=gumtree