Duties not limited to the below:

Reception & Office Operations

• Manage front desk and switchboard duties.
• Oversee daily office logistics, cleanliness, and maintenance.
• Procure office supplies, equipment, and manage courier services.
• Maintain a tidy and professional office environment, including managing the cleaner and utilities (e.g., electricity).

IT & Equipment Support

• Log and track IT support tickets (laptops, printers, email, Teams, etc.).
• Coordinate laptop orders, returns, and swop-outs.
• Assist with system access and troubleshooting for staff and advisors.

Advisor & PA Support

• Facilitate onboarding/offboarding of Advisors and PAs.
• Register advisors on CMS and track progress.
• Manage PA onboarding on Smart People and team chat access.
• Provide general support to PAs and advisors, including document printing, business card orders, and calendar updates.

Business & Reporting Support

• Track and submit new business and servicing cases (Life, Invest).
• Consolidate and distribute production figures and pipeline reports.
• Maintain and update various business tracking lists (e.g., Life submissions, Bank case monitor, Invest non-remediated).
• Follow up on outstanding PMAs and coordinate with doctors and finance.

Administrative & Compliance

• Maintain filing systems, supervision files, and meeting attendance registers.
• Capture and scan tax slips for returns.
• Manage complaints register and assist with audit readiness.
• Support recognition initiatives and update internal boards.

Additional Duties

• Organize Vitality Days for advisors.
• Assist with training logistics and general admin tasks as needed.

Personal Attributes and Skills

• Logical, analytical problem-solving ability.
• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to work independently.
• Time Management.
• Ability to take accountability, responsibility, and ownership.
• Able to take initiative and exercise sound judgment and decision making.
• Ability to work in a highly pressurized, target oriented environment.
• Ability to deal positively with change and uncertainty.
• Good organizational skills.
• Proactive, self-motivated.
• Attention to detail.
• Ability to meet deadlines timeously.
• Honest and ethical.

Education and Experience

Qualifications

• Matric
• 3 years working experience in the Financial Industry
• RE5 (advantageous)
• Knowledge of MS Office Suite
• Excellent Communication skills (verbal and written)
• Tertiary qualification (advantageous)
• Relevant financial services industry experience is advantageous