Senior Adminstrator | Umhlanga
Job Description: Administration Manager
Main Purpose of the Job
The role requires the proactive and efficient leadership of the Administration Team. The successful candidate will initially serve as a Senior Administrator to master internal processes and systems before potentially transitioning into the Manager role, depending on performance and skill demonstration.
Key Responsibilities
Team Leadership: Provide direction and support to the Administration Team, including Reception, New Business, and Reviews.
Operational Oversight: Oversee day-to-day administrative operations and ensure all work is completed accurately and within reasonable timeframes.
Workflow Coordination: Manage the flow of work between business units, such as Paraplanning and New Business.- Performance Management: Assess team performance, provide individual and group coaching, and facilitate ongoing training.
Process Improvement: Continuously review and enhance administrative procedures and processes.
Workload Management: Manage individual workloads within the team and authorize leave and remote work arrangements.
Deadline Accountability: Ensure the team meets all deadlines with a zero-tolerance policy for overdue tasks.
Issue Resolution: Solve complex queries for clients and staff, and resolve admin issues between team members or product providers.
Key Performance Measures
Leadership: Demonstration of pro-active leadership, conflict resolution, and team motivation.
Professional Growth: Maintaining an up-to-date understanding of product provider procedures and policies.
Client Servicing: Maintaining and improving service levels to ensure client satisfaction.
Relationship Management: Building healthy, productive relationships with Financial Planners, Directors, Paraplanners, and Clients .
Qualifications & Experience
Industry Knowledge: Broad knowledge of financial services and the Financial Planning process
Leadership Experience: Proven experience managing a team of at least 8 people and the ability to handle diverse personalities
Technical Expertise: Comprehensive understanding of product provider policies and thorough knowledge of Xplan.
Academic: Relevant degree or certifications in Finance or Business Administration are preferred.
Special Skills & Competencies
Communication: Excellent verbal and written communication skills.Organization: Superior time management skills with the ability to juggle multiple priorities under pressure.
Problem Solving: Independent and creative problem solver with strong decision-making skills.
Attitude: Enthusiastic, positive, tenacious, and resilient.
Independence: Ability to achieve agreed outcomes and work effectively without supervision.
Analytical Skills: Preference for working in a structured, planned manner with high attention to detail.