Administration Specialist (m/f)

Duties

• The Candidate will be responsible for administration and sales support to the Business Development Consultant and the distribution channels
• Assist BDC with training and relationship building of intermediaries and assistants
• Manage and track progress of all new business submitted including liaising with BDC to assist with challenging cases
• Manage and track progress of all admin instructions submitted including liaising with Glacier admin on SLA’s
• Attending to office administration (preparing documentation, overall smooth flow of day-to-day tasks)
• Attending to general day-to-day tasks associated with supporting the BDM, BDC, and Compliance when dealing with clients and intermediaries to ensure quick turnaround times
• Telephone enquiries and written communication
• Assisting clients/intermediaries with processes & business
• Distribution of marketing materials (application forms, brochures)
• Work closely with BDC and Compliance to communicate about panels and distribute
• tasks accordingly to maximize productivity and know where pressure points are to be addressed
• Assist BDC and compliance officer with ad-hoc projects
• Attend to all tax certificate queries, issuing, and year-end recon
• Assist BDC with reporting functions
• Conduct yearly data quality of clients & intermediaries
• Responsible for the upkeep of distribution lists
• Ensure that Re-FIA forms are completed and processed correctly

Requisites

• Grade 12
• A least 1 to 2 years experience in a similar role within the investment / collective investment service industry/LISP environment
• Should have worked worked directly with intermediaries and distribution managers
• Knowledge of administrative processes
• Fluent in English
• Excellent telephone etiquette
• Valid Driver’s License
• Computer literate – this includes Microsoft Outlook , Excel, Word & PowerPoint

Notes

• Only shortlisted applicants will be contacted