ADVISOR SERVICES ADMINISTRATOR

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...