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.