Senior Administrator Somerset West

Reference : SW -AM-1

My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.

Duties & Responsibilities

Main duties and responsibilities include :

• Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
• Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups;
• Filing, capturing client data, updating spreadsheets and word documents;
• Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
• Follow-up on all client transactions, implementation of new business, etc.;
• Drawing statements from service providers and summarizing client portfolio information;
• Preparation of the necessary presentations, investment summaries, and documentation for client review meetings;
• Assist with FAIS and FICA compliance and any other compliance requirements;
• Scan to file all new business documents in the client folder;
• General office duties which include but are not limited to filing, scanning, printing, ordering stationery, and any other duties which may be associated therewith;
• Be telephonically available for client queries and act as the initial point of contact for client queries;
• Maintain an appropriate filing and recording system – both hard copies and electronically;
• Ensure that investments and assets under management and the recording thereof are kept up to date and current, and send out statements on a monthly basis;
• It is essential that the candidate has the ability to multitask and work under pressure.

Requirements

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