This role is a great mix of admin, compliance and account management and plays a core role in the success of this long standing business. This role is office based and will see you working closely with the BDM's both with reporting, admin as well as managing your own portfolio of existing Advisors.
- Working with assigned Advisors, building rapport and relationships
- Providing administration support to the BDM's as required
- On-boarding of new advisors
- Generating client reporting as required
- Completing compliance checks
- Managing and maintaining the CRM system
- Insurance experience essential
- Minimum of 2 years administration experience
- Exceptional interpersonal skills & the ability to build strong client relationships
- Sharp eye for detail
- Strong MS Office skills
Apply online today or call Vanessa Vandenbrink on 09 930 1343 for further details.