Financial Client Relationship Officer (Administrative Assistant)

SUMMARY:
We are currently recruiting for a Financial Client Relationship Officer (Administrative Assistant) on behalf of our client, based in Melrose North, Johannesburg. The ideal candidate will have 1–3 years' experience in an administrative role within the financial services industry, along with 3–5 years' exposure to investments, sales, financial planning, and estate planning. A strong understanding of investment and fiduciary services, along with proficiency in Microsoft Office Suite, is essential.

POSITION INFO:
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

• Matric
• Tertiary qualification (3-year degree) in finance or commerce
• 1–3 years' experience in an administrative role within the financial services industry
• 3–5 years' experience in financial services with exposure to investments, sales, financial planning, and estate planning
• Computer literate, with proficiency in Microsoft Office Suite
• Sound understanding of investment and fiduciary services
• Valid driver’s license
• Ability to quickly learn and grasp the company’s business model, products, and services
• Awareness of competitor activities and offerings in the market

• Service existing private clients allocated to the team’s client book.
• Build and maintain trusting relationships with private wealth clients, fostering confidence and goodwill.
• Contact qualified leads, set up and close appointments for wealth specialists.
• Attend to client queries and requests promptly and professionally.
• Handle, maintain, and track all leads, ensuring follow-up within company timelines.
• Maintain and reconcile daily recon templates and performance figures for the Wealth Specialist team.
• Liaise with clients and ensure communication meets company guidelines.
• Use the company’s CRM system fully and accurately.
• Make and confirm appointments for wealth specialists and prepare necessary documentation.
• Check deal packs, cover schedules, and will applications for completeness and accuracy before submission.
• Assist with outstanding requirements needed to complete deals.
• Understand the company’s products to assist clients with their queries.
• Ensure compliance with FAIS Act, FSB regulations, and internal company compliance requirements.
• Handle new business administration, terminations, and complaints compliantly and fairly.

• Monday to Friday: 08:00 – 17:00