Advisor Services Administrator

About the position

Hire Resolve is seeking a skilled Advisor Services Administrator on behalf of our client in the financial services industry. The successful candidate will play a crucial role in supporting the onboarding and exit processes for financial advisors, while also ensuring the smooth execution of various administrative and operational functions.

Responsibilities 
Onboarding

• Support due diligence process in line with standard operating procedures
  
  
• Assist with Pre and Post Take-on processes
  
  
• Ensure compliance requirements are met through liaison with the compliance division
  
  
• Obtain and import complete client lists into Commsplit
  
  
• Coordinate client communication with the marketing division (content, deadlines, feedback)
  
  
• Provide weekly updates to the Head of Department (HOD)
  
  

Transfers & Data Reconciliation

• Support internal and external client and commission transfers as per SOP
  
  
• Assist with book acquisitions and ensure documentation completeness
  
  
• Follow up on outstanding transfer form requirements
  
  
• Send regular progress updates to relevant divisions
  
  
• Provide weekly feedback to the HOD
  
  

Resignations

• Facilitate the resignation process as per SOP
  
  
• Coordinate with departments regarding deadlines, content, system closures, and communications
  
  
• Request client lists from MIS/Commissions for transfer preparation
  
  
• Maintain and update documents and advisor folders (SharePoint/Commsplit)
  
  
• Update and manage the Resignations Register regularly
  
  
• Submit weekly updates to the HOD
  
  

General Administration

• Respond to advisor queries efficiently in line with SLA requirements
  
  
• Administer the tax directive process according to SOP
  
  
• Arrange and courier business cards and marketing materials; manage invoicing allocations
  
  
• Liaise with advisors and business development for updates and queries
  
  
• Participate in general and special projects as required
  
  
• Support other divisional activities as assigned by the department head
  
  

Requirements
Formal Education

• Matric (Grade 12)
  
  

Experience

• Minimum 2 years' experience in an administrative support role within the financial services industry
  
  
• Process-driven with frequent interaction across departments and with financial advisors
  
  
• Strong communication skills essential
  
  

Knowledge

• Fluent in English and Afrikaans (spoken, read, and written)
  
  
• Proficient in MS Office (Word, Excel, Outlook)
  
  

Skills

• Effective communication
  
  
• Strong organisational skills
  
  
• High attention to detail
  
  
• Analytical and problem-solving skills
  
  
• Ability to work independently and manage priorities
  
  
• Deadline-driven and able to work in a fast-paced environment
  
  
• Professional telephone etiquette
  
  

Please Note, if you don't match the Requirements and Industry you won't be consider for this role.

Benefits

• Market-related salary

• Contact Hire Resolve for your next career-changing move today
  
  
  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: [URL Removed] or email us your CV: [Email Address Removed]
  • Please use "Bookkeeper" as your subject line when applying via email 

• • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
    
    

Desired Skills:

• Advisor Services Administrator
• Advisor Services Administrator
• Advisor Services Administrator