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SNR SUPPORT CONSULTANT (ADMINISTRATIVE ASSISTANT)

5 months ago681 views
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General Details
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description

We are looking for a Senior Support Assistant. Your:

Formal Education:

  • Minimum requirement: National Senior Certificate (Grade 12 / Matric) NQF 4
  • First Language - Afrikaans and fluent in English (speak, write, read,understand)
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Knowledge of Financial service industry and administrative processesapplicable to the industry.

will enable you to fulfill the following duties:

Administrative Support:

  • Interaction with clients, colleagues and management to ensure theeffective delivery of administrative requirements within a specifiedframework.
  • Prepare, edit, and distribute correspondence.
  • Ensure that client documentation is compliant with FICA & FAIS legislation.
  • Attend to client complaints and enquiries in consultation with theSpecialist Wealth Manager.
  • Recording of client interaction and updating of client records uponcompletion of interaction, maintain client record and database.
  • Written communication/confirmation to clients or service providers
  • Strong verbal and written communication skills
  • Handle confidential information with discretion.
  • Ability to work systematically within specified frameworks and deadlines.
  • Show insight when assessing the urgency of tasks, prioritizing themappropriately to support client and organizational goals.
  • Maintain confidentiality and adherence to regulatory requirements whilehandling sensitive client information.
  • Effectively manage time to complete administrative tasks, respond toinquiries, and maintain accurate records promptly

Client Relations:

  • Analyze complex situations, assess caller or client needs, andmake sound decisions under pressure.
  • Serve as the primary point of contact for client inquiries andcommunications.
  • Maintain and update client records and files.
  • Coordinate and support client meetings, including preparation of materialsand follow-up.
  • Excellent verbal and written communication skills
  • High level of professionalism and discretion. Display professionalism,empathy, and patience when dealing with client correspondence,complaints, and queries
  • Efficient operation of answering all incoming calls promptly and politely;assessing callers requirements; transferring calls; taking messages;delivering messages to the relevant staff member timeously.
  • Communicate with a variety of individuals on all levels.
  • Work effectively in a team and as an individual.
  • Dealing with correspondence, complaints and queries.
  • Encourage a healthy and productive work environment and monitor officesafety.

Office Support:

  • Work effectively within a team while demonstrating the
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