Client Service Administrator

Job Specifications

• General running of the office;

• maintenance of client database;

• compilation of financial analysis and reports;

• supervising staff;

• website updates;

• uploading of monthly newsletter

• managing client liaison / correspondence;

• ensuring client files are FAIS and FICA compliant;

• managing queries;

• screening calls;

• managing stationary and office supplies;

• presentation pack compilations for new client meetings;

• research for queries and reports

• submission of instructions

• follow-up until completion of each query and instruction

Skill Requirements

• Strong Administrative Skills

• Attention to detail

• Strong client service ethic

• Ability to communicate with clients and suppliers to forge relationships

• Experience in the Financial Planning Industry an advantage

Qualifications and Education Requirements

• Grade 12

• Office or Administration qualifications (Advantageous)

• Administration and Client services in a Financial Services Provider (Advantageous)

• Knowledge and experience of FIAS, FICA and AML (Advantageous)

• Proficiency in English and Afrikaans

• Computer literate