Administrative Associate

Job Title: Administrative Associate Location: Somerset West Employment Type: Permanent Job Description The Administrative Associate will play a vital role in a growing holistic independent financial planning business. This position is ideal for a self-motivated and driven individual who thrives in a collaborative team environment. Key Responsibilities Secretarial and Personal Assistant Duties: Serve as the first point of contact for incoming calls and manage the advisors calendar. Arrange appointments and coordinate schedules to ensure smooth operations. Administrative and Office Management: Ensure the effective delivery of administrative requirements within specified timelines. Manage general office tasks, including maintaining adequate stationery and consumables. Client Service: Proactively address client queries and ensure the completion of all client-related deliverables. Verify the accuracy of all information and documents sent to clients and service providers. Follow up on client transactions and communicate effectively throughout the process. Assist clients with Medical Aid, Gap, Life Cover, and Short-term Insurance claims. Task Management: Capture workflows, tasks, and client interactions accurately in the CRM system. Operational Support: Ensure that workflows and protocols are efficient and effective. Champion new technologies and improved processes to enhance operational efficiency. Compliance: Maintain compliance with FAIS and FICA regulations for CRM and physical files. Ensure all documents are stored digitally and keep up-to-date compliance registers for audits. Candidate Requirements Education and Skills: A minimum of a BCom degree, preferably with a focus on Financial Planning or Investment Management. Fluency in both English and Afrikaans. Understanding of administrative functions across the financial planning spectrum. Experience: At least 5 years of experience in a financial planning practice. Characteristics: Process-focused and analytically inclined, with strong interpersonal skills. Self-motivated and driven, demonstrating a willingness to take initiative while being a team player. Ability to identify areas for business improvement and implement effective solutions. Technology and Systems: Proficient in the MS Office Suite. Familiarity with service provider systems is beneficial. Experience within a holistic financial planning environment is required.

Location: Somerset West, ZA

Posted Date: 12/26/2024