Assistant Client Relationship Manager (Pinelands) at Old Mutual

Job Description

• At Old Mutual Wealth we believe that our people are our greatest asset, the foundation of our business. We therefore foster a culture of integrity and accountability, where people are empowered to take full ownership for driving and delivering the outcomes required of their roles to meet our business objectives.
• If you aspire to work in a high performance, entrepreneurial and fast-growing wealth, and investment management business, then we have an exciting opportunity for you.

Role Overview

• This role utilises expert knowledge in the specific fields of administration / product / process to assist the Client Relationship Manager and act as backup when necessary. Also, support to Client Relationship Manager with administrative queries/issues etc. The incumbent is individually accountable for achieving results through own efforts. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.

Key Responsibilities include:

• Client service professional
• This role functions as a subject matter expert in a specific field of administration / product / process.
• Resolves technical problems, especially in support of administrative queries via email.
• Applies specialist knowledge in a focused role working with relatively complex information.
• Operational in nature but not limited to
• May deal with client instructions and queries
• Assist Client Relationship Manager with client onboarding.
• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
• To render an effective and efficient administrative service to clients (assisting with statements; queries etc)
• Strict adherence to regulatory requirements (FICA, FAIS).
• Assist in other areas of the business as and when required

Qualifications & Experience Required

• Matric
• National Diplomas and Advanced Certificates advantageous
• Minimum 3 years administrative experience in financial services compulsory
• Experience within the investment industry compulsory.
• Experience in MS Excel, MS Word, MS Outlook and EMS
• Attention to detail.
• Accuracy.
• Good communication skills.
• Team player.
• Proactive and show initiative.
• Excellent administrative, servicing, coordinating, support, relationship management and innovation skills.
• Excellent problem-solving skills.
• Good understanding of Administration systems.
• Sound Operational business knowledge.
• Understanding of AML/FATCA/CRS
• Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders

Responsibilities

• Administration
• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
• Business Meetings/Events Arrangement
• Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
• Correspondence
• Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
• Document Preparation
• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
• Work Scheduling and Allocation
• Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
• Data Collection and Analysis
• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
• Insights and Reporting
• Extract and combine data to generate standard reports.
• Budgeting
• Monitor and analyze data using budgeting systems and protocols.
• Personal Capability Building
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Operational Compliance
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Procurement
• Support others by carrying out simple procurement tasks. Involves following established procedures.

Skills

• Administrative Procedures, Business Operations, Client Service, Collaboration, Communication, Detail Design, High Accuracy, Interpersonal Interactions, Proactive Approach, Problem Solving, Professional Responsibility, Regulatory Requirements, Teamwork, Time Management, Work Efficiency

Competencies

• Directs Work
• Drives Results
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• Matriculation Certificate (Matric)  (Required)