ADVISOR SERVICES ADMINISTRATOR

Overview

Our client within the Financial Sector has an Advisor Service Administrator position available. Provide administrative competence to ensure professional onboarding and exits of financial advisors. This person will be responsible for a number of general office administration functions related to this role and be fluent in both English and Afrikaans.

Education

Education: Matric.

Experience

Experience: 2 years working experience in an administrative support role in the financial services industry.

Onboarding

• The Due Diligence process in line with the standard operating procedures
• The Pre Take-on process in line with standard operating procedures.
• The Post Take-on process in line with standard operating procedures.
• Compliance requirements to compliance division.
• Obtain complete client lists, ensure import process on Commsplit is done.
• The client communic...