What will you do?

To provide and deliver an effective and comprehensive administrative support services to the Succession Financial Planning Sales Team.  
The ideal individual must have strong administrative skills with strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multitask.

Output/Core Tasks:

Provide administrative support to the Succession Sales Team in terms of the following:
Commission Query management 
Suspense account management
Mail and information management
Client liaison
Time and priority management
 Administrative support
Establishing and maintaining networks with key stakeholders and other administrative support staff.

What will make you successful in this role?
Qualification & experience 

Grade 12
Administration qualification preferable
Experience with the financial services industry will be an advantage

Knowledge and skills 

MS: Office (Excel, Word, Powerpoint, outlook)

Personal qualities 

Cultivates innovation 
Client centricity 
Results driven 
Collaboration 
Flexibility and adaptability 
Communicates effectively
Plans and aligns
Action oriented
Instils trust
Job fit questions 

Personal Attributes

Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
  • Bellville