TEMP ADMINISTRATIVE ASSISTANT

A leading company in Financial Services is looking for a Administratoin Assistant to join their team. Your: Formal Education • Matric (Grade 12) • 2-5 years’ experience in the administrative environment • Diploma in Administration (advantageous) Experience: • Experience in a financial services or investment-related administrative environment. Language Requirements: • Fluent in English (written and verbal) • Functional understanding of Afrikaans (optional) Will enable you to: Duties: People • Proactively manage client and advisor communication and queries. • Process client and advisor requests. • Interact with clients, staff, and other stakeholders. • Regular interaction with clients, fellow employees, business management and LISPs to ensure the effective delivery of communication and administrative requirements. Procedures • Load new clients in the CRM systems (Wealth Connect & Opus). • Collect mandate and documentation. • Follow up on queries, outstanding information and incomplete documentation. • Client service-related duties. • Scan and digitise original documents to ensure all client records are accurately captured, securely stored, and easily accessible in electronic format. • Assist teammates with administration issues. • Update and maintain the database. • Identify inactive investments. • Monitor client folders on the CRM system. • Perform general duties to include, but not limited to, copying, mailing, and filing of organizational documents and records. • Open, sort and distribute incoming correspondence and email. • Answer all incoming calls promptly and politely; assess caller’s requirements; transfer calls; take messages; deliver messages to the relevant staff member timeously. • Linking of Advisors. • Prepare quotations on a platform. • Assist advisors with mandates and general administration. Processes • Follow internal procedures as per the administrative procedure guideline. • All administrative duties must be executed within turnaround times. • Ensure that the principles of FAIS and FICA are applied. Technology • Use the CRM systems. • Use the platform portals • Full working knowledge of Microsoft Office, including Word and Excel.