SNR SUPPORT CONSULTANT (ADMINISTRATIVE ASSISTANT)

Recruiter:

HR Genie

Job Ref:

4125 EW JADM

Date posted:

Friday, June 20, 2025

Location:

Centurion, South Africa

Salary:

Market related

SUMMARY:
Hands-on assistance to wealth specialists, support consultants, and clients.

POSITION INFO:

We are looking for a Senior Support Assistant. Your:

Formal Education:

Minimum requirement: National Senior Certificate (Grade 12 / Matric) NQF 4
First Language - Afrikaans and fluent in English (speak, write, read,understand)
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Knowledge of Financial service industry and administrative processesapplicable to the industry.

will enable you to fulfill the following duties:

Administrative Support:

Interaction with clients, colleagues and management to ensure theeffective delivery of administrative requirements within a specifiedframework.
Prepare, edit, and distribute correspondence.
Ensure that client documentation is compliant with FICA & FAIS legislation.
Attend to client complaints and enquiries in consultation with theSpecialist Wealth Manager.
Recording of client interaction and updating of client records uponcompletion of interaction, maintain client record and database.
Written communication/confirmation to clients or service providers
Strong verbal and written communication skills
Handle confidential information with discretion.
Ability to work systematically within specified frameworks and deadlines.
Show insight when assessing the urgency of tasks, prioritizing themappropriately to support client and organizational goals.
Maintain confidentiality and adherence to regulatory requirements whilehandling sensitive client information.
Effectively manage time to complete administrative tasks, respond toinquiries, and maintain accurate records promptly

Client Relations:

Analyze complex situations, assess caller or client needs, andmake sound decisions under pressure.
Serve as the primary point of contact for client inquiries andcommunications.
Maintain and update client records and files.
Coordinate and support client meetings, including preparation of materialsand follow-up.
Excellent verbal and written communication skills
High level of professionalism and discretion. Display professionalism,empathy, and patience when dealing with client correspondence,complaints, and queries
Efficient operation of answering all incoming calls promptly and politely;assessing caller’s requirements; transferring calls; taking messages;delivering messages to the relevant staff member timeously.
Communicate with a variety of individuals on all levels.
Work effectively in a team and as an individual.
Dealing with correspondence, complaints and queries.
Encourage a healthy and productive work environment and monitor officesafety.

Office Support:

Work effectively within a team while demonstrating the ability to completetasks independently when required.
Support to ensure office supplies, equipment, and vendor relationships.
Ensure the office environment is professional, organized, and efficient.
Strong organizational skills with the ability to prioritize and manage multipletasks.

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