Job Overview
Provide efficient and effective administration support to financial advisors, ensuring more customers, mitigating risk with segregation of duties, and supporting overall growth and profitability.
Responsibilities
* Identify and escalates potential risks that may lead to increased costs.
* Prevent wastage and identify process improvements to contain and reduce costs.
* Provide operational support related to activities and initiatives that contribute to overall growth and profitability.
* Conduct follow‐ups with service providers and ensure close out of relevant actions.
* Ensure first‐time resolution of customer queries or complaints.
* Take ownership of requirements and follow up on escalated queries to ensure delivery on agreed timelines and SLAs.
* Build product knowledge and customer service based on stakeholder feedback and guidance.
* Produce high‐quality work by adhering to predefined standards, procedures, compliance and governance standards.
* Complete relevant administration, reporting, and updating of information accurately and on time.
* Execute own work in accordance with organizational values and code of ethics.
* Adhere to required governance and compliance standards and escalate potential risks for investigation as required.
Qualifications
* Advisory industry knowledge.
* Ability to support a financial advisor.
* Experience working in an advisory environment.
* Ability to resolve customer queries and complaints.
* Ensuring quality and accuracy of outputs.
* NQF 6 in financial management or a relevant financial qualification.
* Three or more years of experience in a financial advisory support role or financial administration role.
Additional Skills
* General knowledge of financial statements and financial acumen.
* Detail oriented.
* Expert negotiation and communication skills, written and verbal.
* Solid problem‐solving skills.
* Analytical skills to determine client business needs and requirements.
* Ability to remain calm under pressure.
* Experience building and maintaining stakeholder relationships.
* Strong collaboration skills.
Benefits & Development Opportunities
* Opportunities to network and collaborate.
* A challenging working environment.
* Opportunities to innovate.
Equal Opportunity Statement
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which will be kept confidential unless required by law to disclose.
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