Business Support Administrator

The Business Support Administrator will report to the Client Service Manager.

Key duties and responsibilities:

• Complete a range of administrative duties i.e., monitoring mailboxes and responding appropriately and timely, maintaining spreadsheets, preparing documentation, and distributing
• Generating sales reports via Salesforce
• Supporting incoming and outgoing mails / calls as required
• Updating client information where required
• Understanding the products sales information, AML, supporting IFA’s
• Obtaining valuations from 3^rd parties
• Undertaking the complaint and compliment queries – record, manage and escalate
• Responsible for actioning Terms of Business and ensuring the standard procedure has taken place
• Responsible for processing action changes
• Provide a high-quality administrative support service
• Undertaking housekeeping of electronic data
• Providing sale support materials to IFA’s and BDM’s
• Onboarding new private clients

Requirements & Competencies:

• Min. 2 years’ experience in client relations or sales support role
• A tertiary qualification or relevant client services qualification advantageous
• Financial services background advantageous
• Client orientated with a strong sense of what service entails
• Excellent communication skills both written and telephonic
• Strong organisational-, time management- and communication skills
• Ability to work independently and within a team
• Ability to work with confidential and sensitive data
• Ability to work under pressure, multi-task and meet deadlines
• Experience of working in and maintain good client relationships and delivering good service
• High level of commitment and positive attitude
• Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved
• Be energetic in your approach to performing a service to the company
• Present yourself professionally to fellow employees and clients of the company
• Interact respectfully with all persons in the business and all other persons dealing with the company in whatever form

Submit a detailed CV and contactable references to:  j.a.z.recruitment.

Please note that ONLY shortlisted candidates will be contacted.