ADVISOR SERVICE ADMINISTRATOR

Recruiter:

HR Genie

Job Ref:

3525 EFS ADMIN

Date posted:

Tuesday, June 3, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
Provide administrative competence to ensure professional onboarding and exits of financial advisors.

POSITION INFO:

A well known Company within the Financial Services Industry is looking for someone that can fulfill the following:

Formal Education:

Matric

Experience:

This position requires at least 2 years working experience in an administrative support role in the financial services industry. The work includes process driven routine work with a lot of direct contact with various divisions and financial advisors. The ability to communicate freely and fluently is essential.

Knowledge:

Fluent in English and Afrikaans (speak, read & write)
Excellent knowledge of MSOffice (Word, Excel and Outlook)

Onboarding:

Provide administrative assistance with:
- the Due Diligence process in line with the standard operating procedures
- the Pre Take-on process in line with standard operating procedures
- the Post Take-on process in line with standard operating procedures
- compliance requirements to compliance division
- Obtain complete client lists, ensure import process on Commsplit is done
- the client communication process to clients with the marketing division (content, deadline and feedback)
- Provide weekly feedback to HOD

Transfer and data recon Process:

Provide administrative assistance with:
- Internal and external client and commission transfers in line with the standard operating procedures
- Book acquisitions (administrative support in line with the operating procedures)
- Verify completeness of transfers forms and follow-ups on any outstanding requirements
- Send detailed feedback to the relevant divisions on regular basis regarding the progress
- Provide weekly feedback to HOD

Resignation Process:

Provide administrative assistance with:
- Resignations process in line with the standard operating procedures
- Liaise with all relevant departments regarding deadline dates, content, communication, closure of systems and delivery
- Request client lists from MIS/Commissions for preparation of communication and transfer purposes
- Manage, update and implement changes to documents to ensure document integrity
- Manage advisor folders on Sharepoint/Commsplit
- Manage the Resignations register (to be updated and maintained on a regular basis)
- Provide weekly feedback to HOD

General:

Attend to all advisor enquiries with correct, quick and efficient support, in line with the SLA deadlines
Manage the Tax directive process as per the standard operating process
Arrange/courier business cards and marketing material as needed and manage the Invoicing allocations process
Liaise with advisors and business development on a regular basis related to queries, BC updates and lists required
Assist with general and special projects as and when required
Attend to any divisional support activities as may be required and requested from the head of your division

Similar jobs you might be interested in:

Creditors Administrator
Location: Sandton
Salary:
A leading luxury group is looking for a CREDITORS ADMINISTRATOR in Sandton.
Today

ADVISOR SERVICE ADMINISTRATOR
Location: Pretoria
Salary: Market related
Provide administrative competence to ensure professional onboarding and exits of financial advisors.
2 days ago

Insurance Administrator - Roodepoort
Location: Johannesburg
Salary: Monthly
Leading organisation within the "financial services and wealth management" industry requires an experienced Personal Assistant / Administrator / Secretary for a Financial Advisor. This position is based in Roodepoort, JHB .
3 days ago

Assistant Branch Manager - Kempton Park
Location: East Rand
Salary: Monthly
Our client, in the Logistics industry, is currently looking to employ an Assistant Branch Manager based in Kempton Park.
3 days ago

Senior Operations Manager
Location: Johannesburg
Salary:
5 days ago

Personal Assistant (Sales Division) JHB
Location: Johannesburg
Salary:
7 days ago

Lodge Administrator
Location: Johannesburg
Salary:
8 days ago

Site Liaison/ Site Administrator
Location: Johannesburg
Salary:
8 days ago

Branch Administrator
Location: Midrand
Salary:
14 days ago

School Deputy Head (Expat)
Location: Johannesburg
Salary: Market related
Our client is looking for a dedicated and experienced School Deputy head to lead and manage the Prim
15 days ago