Our client is a leading independent provider of corporate, private client, retirement planning, insurance and tax services, with a global network of 23 offices across Europe, Asia, Africa and the Middle East. Our client seeks a Junior Administrator â€" Client Services to support the Head of Risk and the client services team. This role offers the opportunity to develop a working knowledge of our client's CRM system whilst undertaking routine client service tasks in a regulated financial services environment. Full training on processes and systems will be provided. Key Responsibilities - Maintain accurate client records within the CRM system and support the team in keeping client information and AML records current. - Assist with the collation, maintenance and organisation of client onboarding documents, KYC agreements and supporting documentation under supervision. - Support advisers and colleagues with routine client service tasks, including document requests, client record updates and follow-ups to ensure they are actioned promptly. - Monitor shared inboxes and ensure client service queries are acknowledged, directed or answered in a timely manner. - Help obtain valuations, platform statements and other client documentation from investment platforms and external providers. - Assist with the preparation of suitability report packs and basic draft correspondence and reports for review by advisers or senior colleagues. - Set reminders and follow up with advisers, clients or internal teams to obtain missing information and keep tasks and outstanding actions up to date. - Provide administrative support during periods of annual leave, study leave or other absence to maintain continuity of the client services function. Requirements - Computer literate and comfortable using Microsoft Office and internal systems. - Able to work accurately, follow procedures and complete routine tasks to agreed standards. - Strong attention to detail and a methodical approach to administration. - Able to prioritise work, meet deadlines and escalate matters when support or guidance is required. - A proactive and organised individual with a willingness to learn. - Interest in client services, financial planning and regulated financial services administration. - Basic understanding of companies, trusts, pensions or investment administration (advantageous but not essential)
Junior Administrator â€" Client Services • Cape Town, Western Cape, ZA
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