Key Responsibilities of the position are:

General office administration.

Process and execute financial advisor and client instructions whilst adhering to operational processes and minimizing operational errors which will include new client business submissions, pension investment transfers and monthly fund switches.

Validate all types of instructions processed in the platform systems for quality, data integrity, accuracy, completeness, and compliance with relevant legislation.

Confirm and communicate all processed instructions to clients and financial advisors.

Ensure client interactions are handled timely, courteous and in a professional manner with comprehensive and quality responses. Arrange annual client meetings and prepare client portfolio summaries for meetings

Qualification and Experience

Matric.

Financial Service Industry work experience minimum of 1 to 3 years.

 A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.