Administrative Support Consultant

Position Description

This is an administrative support position that reports directly to the Branch Manager. The role renders general administration to all in the branch, with a specific focus on client communication and loading and redirecting work flow to the Sales Support Consultant/financial advisers
Key Responsibilities

Output/Core Tasks:
Facilitate bulk communication by working closely with an external communication’s company
Undertake periodic direct communication to clients
Co-ordinate client information updates
Upload /refresh mobile application with client detail in preparation for client presentation or appointment
Workflow management and reporting
Team cohesiveness and relationship building by building productive relationships with advisers, sales management and alliance departments

Minimum Requirements

Qualifications:
Grade 12 or equivalent

Experience:
3 years’ experience in financial distribution services
2 – 3 years’ client service and administration experience

Personal Attributes / Skills:
Planning and organising
Information monitoring
Customer service orientated
Attention to details
Problem solver
Able to work independently and plan/schedule work effectively
Team player
Communication and relationship building

Competencies

Good client service orientation
Concern for order and accuracy
Good communication skills ( both verbal and written) in English
Ability to prioritise and to handle conflict
Pro-activity
Problem identification and problem solving
Confidence and performance orientated
Computer literacy
Confidentiality
Treating customers fairly