Client Servicing Administrator (Junior)
Location: Cape Town, South Africa
Department: Client Servicing
Start Date: Friday, 01 March 2024
Closing date: Wednesday, 21 February 2024
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Core Functions
This role involves documentation management and general administration. The ability to coordinate actions in such a way that the components work together in sound relation to each other. Responsible for overall administrative support to the Client Service Management Team.
Details of Functions
- Full responsibility for the case preparation, to sign off internally and submit to providers.
- Assist in scheduling and preparing for client meetings.
- Maintain confidentiality of client information and sensitive data.
- Monitor and maintain client account records and ensure compliance with regulatory requirements.
- Prepare and distribute client statements, reports, and other documents.
- Maintain organised and up-to-date client files and records on Carrick’s internal platform.
- Assist in the preparation of presentations and reports for client meetings.
- Provide administrative support to Wealth Managers and other team members as needed.
- Collaborate with internal teams to ensure client requests are handled effectively.
- Assistance with ad hoc projects as they arise.
Qualifications, Experience and Skills
- Essential Qualification: Senior Certificate/Matric, post Matric advantageous.
- Total Number of Years’ Experience: 2+ years’ experience in an administrative role.
- Type of Experience and Behavioral Competency: Prior work experience in client servicing or clear evidence of strong administration skills and handling multiple workflows.
- Preferred qualifications include RE1, RE5, or any other qualifications associated with wealth management.
- Computer literacy (MS Word, Excel, Outlook – intermediate).
- Excellent communication skills (verbal and written).
Personal Attributes
- Attention to detail.
- High level of professionalism and confidentiality.
- Self-managed.
- Able to thrive in a high-pressure, fast-paced environment
- An unquestionable work ethic.
- Excellent judgment, interpersonal and decision-making skills.