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ADVISOR SERVICES ADMINISTRATOR

Company

HR Options

Location

Pretoria, South Africa

Type

FULL TIME

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...

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