Job Description
Our client within the Financial Sector has a 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. Your :
Education: Matric.
Experience: 2 years working experience in an administrative support role in the financial services industry.
Will enable you to do the following:
Onboarding:
Provide administrative assistance with:
- 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...