Financial Administrator

SUMMARY:
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POSITION INFO:
Embark on a rewarding career journey with a leading player in the financial services sector, where your expertise will support a committed team of financial advisors in delivering exceptional client service. This senior administrative role offers the opportunity to take on significant responsibilities within a dynamic and well-established organization focused on client excellence and operational efficiency. What You'll Do: Provide direct administrative support to financial advisors, ensuring smooth daily operations Manage general office administration, including correspondence, filing, and administrative records Handle reception duties, welcoming clients and managing incoming calls professionally Communicate effectively with clients, product providers, and service providers Follow up on client documentation and queries to maintain high service standards Schedule and coordinate client appointments and meetings Prepare documentation for client meetings and follow up on outstanding documents Maintain accurate client records and keep the CRM system up to date, including compliance documentation Prepare investment, long-term insurance, and other applications through to completion Support compliance and regulatory administrative tasks Requirements: At least 5 years of experience in an administrative role within the financial services industry Strong proficiency in Microsoft Office and relevant administrative software Excellent client service skills with a professional communication style Ability to handle sensitive information with confidentiality Effective teamwork and organizational skills Basic knowledge of programming languages such as C and R is advantageous Nice to Have: Experience working with CRM systems and compliance documentation What We'll Give You: Salary: R15,000 - R17,500 per month (Cost to Company) Seize this opportunity to advance your career in a stable, growth-oriented environment. Join a team where your skills will make a tangible impact in the financial industry—apply today and be part of our client’s success story.