Our client are seeking a dedicated and experienced Client Administrator to join their team . This role involves providing comprehensive administrative support to a financial advisor with an investment focus.

Key Responsibilities:

• Provide holistic administrative support to the financial advisor.
• Manage the advisor’s diary, including client birthdays, meetings, etc.
• Perform general office duties such as scanning, printing, and filing (both online and physical).
• Ensure adherence to processes set by head office.
• Manage client queries efficiently.
• Gather and prepare information for client meetings, including reviews, proposals, and implementations.
• Assist with event planning as needed.
• Manage and drive outstanding requirements such as FICA and medicals.
• Generate quotes for investments, life cover, etc.
• Implement and monitor client proposals, including submitting applications, changes, switches, additions, and withdrawals.
• Arrange and finalize repurchases and transfers.
• Ensure product providers implement instructions accurately and within a reasonable timeframe.

Requirements:

• Experience in assisting a financial advisor, particularly with an investment focus.
• Proficiency in Excel and Outlook is essential.
• Strong organizational and multitasking skills.
• Excellent communication skills.
• Attention to detail and ability to follow processes meticulously.