Admin Manager & Advisor Assistant – JHB

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Our client, based in Sandton JHB, is looking for an Admin Manager & Advisor Assistant.

Your responsibilities will include:

  • Support the Key Individual(s) – oversight of the business activities.
  • Work independently, effectively, and efficiently. Strong organizational and communication skills.
  • Perform administrative tasks such as scheduling appointments, preparing documentation, taking minutes and marketing activities including preparation, participation and minuting of annual health reviews & benefit committee meetings.
  • Provide ongoing service and support to clients in person, via email and/or telephonically.
  • Facilitate and resolve client service requests. Respond to client enquiries in a timely & professional manner.
  • Ensure client data/records are accurate and current – attention to detail.
  • Resolve client enquiries and issues expeditiously and accurately.
  • Maintain up-to-date product and industry knowledge. Understand the full value chain.
  • Intimate knowledge of insurers/service providers policies & processes and aligning this with the company’s business processes.
  • Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, fee renewals, retirement income revisions and online transacting.
  • Prepare, review and submit new business applications/onboarding.
  • Process and manage health, short term, life and gap cover claims.
  • Working knowledge of operations/business procedures/client-service processes.
  • Ensure file prep for client meetings. Portfolio summaries, investment reports, short term annual renewals, etc.
  • Compile/prepare forms, documents, agendas, registers, templates, letters, quotes and proposals.
  • Handle confidential and/or sensitive information responsibly – compliance.
  • Ensure activities within the practice comply with FAIS Act.
  • CMS, PI and FSCA levy – renewals. Quarterly compliance reports/audits. CPD adherence.
  • Liaise with compliance officer – ensure practice & advisors are compliant. Maintain compliance records.
  • Commission, administration and sales reporting.
  • Ensure the FSP meets its obligations as required by the FSCA – understand the FAIS Act and Anti Money Laundering Regulation
  • Ensure financial services are rendered in accordance with the principles of treating customers fairly (TCF).
  • Maintain database, recordkeeping and systems.
  • Responsible and accountable for oversight of the overall administration activities of the practice.

 

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