ADVISOR SERVICE ADMINISTRATOR

Recruiter:

HR Genie

Job Ref:

3525B EFS ADMIN

Date posted:

Monday, July 14, 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

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