Client Portfolio Administrator at The Talent Expert

Is this you?

• You’ve gained experience in an admin support role where you’ve supported Financial Advisors and you would love to work for a small business where client service is key. You are also the type of person fits in and adapts making you able to follow their proven processes and procedures that have resulted in their success over the years.

What you’ll be doing (and why you’ll enjoy it)

• You’ll support a small team of Financial Advisors by communicating with clients and service providers, maintaining client records on the CRM (Elite Wealth), obtaining client portfolio information via Astute, recording interactions, executing tasks, processing and following up on documentation for client portfolios, ensuring compliance and Client Due Diligence (CDD), adhering to all internal policies and procedures as well as overseeing general office housekeeping.

Where you’ll be doing it

• You’ll be office-based daily in Newlands from 08:00-16:30 at lovely offices with an open and transparent feel where clients often come for meetings with Advisors.
• The business is small yet highly successful due to their rigid and strict process that is followed by all who work there. The culture is conservative and professional yet not stiff and corporate and they have set ways in which things need to be done.
• You will get to work with “lekker” people from young to old, consisting of 4 Advisors and 3 Administrators who have all been there for a long time, they embrace the culture and are there for the long run and the long-term reward that comes with it.

What you’ll need

• Experience is key as you need to hit the ground running so you need at least 3 years’ experience working in a support role at an independent brokerage where you have supported Financial Advisors.
• Experience gained on Elite Wealth is essential as well as Matric, RE 5 is highly advantageous.
• You will work directly with high-net-worth clients so your verbal and written communication skills need to be impeccable. Your first language needs to be English, you need to have your own car, ideally live in the southern suburbs and love doing admin, accuracy and attention to detail are key.

What you’ll get

• You’ll be joining a small business offering an amazing opportunity to learn and work with great people.
• The structured environment and set processes will enable you to learn quickly and add value in your role from day one.
• Once you have proven yourself your performance and effort will be rewarded. They have low staff turnover so it will feel like you are joining a family.