Administrative Associate

SUMMARY:
Join Our Team as an Engaging Administrative Associate in Financial Planning!

POSITION INFO:

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 advisor’s 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.