About the position
Your:
- Matric
- A minimum of 2 years working experience in an administrative support role in the financial services industry
- Ability to do routine work with a lot of direct contact with financial advisors and providers
- Ability to communicate freely and fluently is essential. - Fluent in English (speak, read and write)
- Excellent knowledge of MS Office (Word, Excel, and Outlook)
will enable you to:
- General:
- Assistance with advisor/provider enquiries with correct, quick and efficient support, in line with the SLA deadlines
- Manage the Astute recon and PI Cover deduction process from time to time
- Arrange/courier business cards and marketing material as needed and manage the invoicing allocations process
- Manage the stationary in the office from time to time
- Assist with general and special projects as and when required
- Attend to any divisional support activities as may be required and requested from the head of your division
- Ensure office equipment is functional and attend to supplies, maintenance and cost allocations (eg printer etc)
- Referral Agreement Process:
- Manage the referral application and closure process (new and existing representatives) in line with the standard operating procedures
- Manage the referral register (to be updated and maintained on a regular basis)
- Provide weekly feedback to HOD
- Provider Agreement Process:
- Manage the provider agreement process in line with the standard operating procedures
- Liaise with all relevant departments regarding deadline dates, content, communication, closure/renewal of agreement and delivery
- Request client lists from MIS/Commissions for preparation of communication and updating purposes
- Manage, update and implement changes to documents to ensure document integrity
- Manage folders on Sharepoint/Commsplit
- Manage the provider register (to be updated and maintained on a regular basis)
- Provide weekly feedback to HO
- Data Management and Maintenance:
- Manage data completeness in line with the standard operating procedures
- Liaise with all relevant departments regarding data imports
- Manage, update and implement changes to data to ensure data integrity
- Manage reconciliation process in line with the standard operating procedures
- Provide weekly feedback to HOD
- Register Maintenance and Projects
- Manage registers process in line with the standard operating procedures
- Liaise with all relevant departments regarding deadline dates, content, communication, closures, cancellations and delivery
- Manage, update and implement changes to documents/registers to ensure document integrity
- Manage relevant folders on Sharepoint/Commsplit
- Provide weekly feedback to HOD
Desired Skills:
- CLIENT
- SERVICES
- ADMINISTRATOR
