Job vacancy for experienced in financial Administrative Consultant to work at National Financial Services Provider (Brokerage/Financial Planning practice).
Key Responsibilities:
- Administer on-boarding of advisors.
- Maintaining and updating of client records on CRM system
- Set advisor up on various access points and systems
- Resolving of Advisor queries
- Train advisor on various systems required to operate.
- Customising of compliance templates
- Conducting of regular reviews
- Commission Administration
Competencies:
- Strong Administration skills
- Strong Liaison skills
- Quality and detailed orientated
- Planning and Organizing
- Problem Solving
- Time Management skills
- Analytical thinker
- Focused
- Team Player
- Multitasking
Required education:
- High school or equivalent
Required experience:
- Administration: 1 year
Required language:
- English and Afrikaans
Please send us your CV via email.
