Plan, direct, or coordinate one or more administrative services of an organization, such as records and information management, mail distribution, facilities planning and maintenance, custodial operations, and other office support services.
Administrator Job Description Template
Our company is looking for a Administrator to join our team.
Responsibilities:
- Admin function;
- Debtors;
- Act as back up to nominated “buddy” in the team when required, i.e. sick or annual leave;
- Prepare and submit Welcome Packs to Wealth Manager and/or client on;
- Liaising with customers;
- PA duties;
- Complete all Network Next training within the stipulated timeframes;
- Manage and build relationships between the internal stakeholders – Wealth Management, BCU and Compliance;
- Ensures a good working relationship with all product providers – internal and external;
- Prepares holistic financial plans for clients, as guided by the WM;
- Adhere to all compliance requirements of the business;
- Maintain accurate records;
- Identify and analyse required information that is needed to complete a proposal/instruction/review/estate plan/retirement plan/cash flow;
- Assist business with annual audits;
- Adhoc projects as and when required by the Business Unit.
Requirements:
- Fluent in both English and Afrikaans;
- Must live in Ballito/surrounding areas;
- Broad knowledge of the Bank’s internal structures, policies and procedures, infrastructure and systems;
- Candidate will manage 5-6 office personnel;
- Must know Forex and banking practices;
- Computer Literate (Excel, Word);
- Matric;
- Problem solving;
- BCom;
- Admin/PA experience;
- Preferably with systems thinking skills;
- Must be able to use Pastel Accounting;
- coordination skills;
- Must be able to Import/Export documentation;
- Must have own transport.