About the position
We are looking for a Senior Support Assistant. Your:
Formal Education:
- Minimum requirement: National Senior Certificate (Grade 12 / Matric) NQF 4
- First Language - Afrikaans and fluent in English (speak, write, read,understand)
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Knowledge of Financial service industry and administrative processesapplicable to the industry.
will enable you to fulfill the following duties:
Administrative Support:
- Interaction with clients, colleagues and management to ensure theeffective delivery of administrative requirements within a specifiedframework.
- Prepare, edit, and distribute correspondence.
- Ensure that client documentation is compliant with FICA & FAIS legislation.
- Attend to client complaints and enquiries in consultation with theSpecialist Wealth Manager.
- Recording of client interaction and updating of client records uponcompletion of interaction, maintain client record and database.
- Written communication/confirmation to clients or service providers
- Strong verbal and written communication skills
- Handle confidential information with discretion.
- Ability to work systematically within specified frameworks and deadlines.
- Show insight when assessing the urgency of tasks, prioritizing themappropriately to support client and organizational goals.
- Maintain confidentiality and adherence to regulatory requirements whilehandling sensitive client information.
- Effectively manage time to complete administrative tasks, respond toinquiries, and maintain accurate records promptly
Client Relations:
- Analyze complex situations, assess caller or client needs, andmake sound decisions under pressure.
- Serve as the primary point of contact for client inquiries andcommunications.
- Maintain and update client records and files.
- Coordinate and support client meetings, including preparation of materialsand follow-up.
- Excellent verbal and written communication skills
- High level of professionalism and discretion. Display professionalism,empathy, and patience when dealing with client correspondence,complaints, and queries
- Efficient operation of answering all incoming calls promptly and politely;assessing caller’s requirements; transferring calls; taking messages;delivering messages to the relevant staff member timeously.
- Communicate with a variety of individuals on all levels.
- Work effectively in a team and as an individual.
- Dealing with correspondence, complaints and queries.
- Encourage a healthy and productive work environment and monitor officesafety.
Office Support:
- Work effectively within a team while demonstrating the ability to completetasks independently when required.
- Support to ensure office supplies, equipment, and vendor relationships.
- Ensure the office environment is professional, organized, and efficient.
- Strong organizational skills with the ability to prioritize and manage multipletasks.
Desired Skills:
