Sales Support Administrator at OrbVest Ltd

What kind of person we are looking for.

• Customer service focused
• High level of professionalism
• Outgoing personality
• Good communicator – Written and verbal
• Well organised and disciplined
• Strong problem solving skills
• Someone that works well both individually and within a team environment.

What you need as a qualification.

• Computer literacy in Microsoft Office suite
• Tertiary education, preferably a Bachelors degree, but we will consider relevant Diplomas, OR undergraduate certificates.
• Familiarity with CRM systems and practices
• Possible knowledge of the FICA processes
• Possible knowledge of the Investment Industry
• Fluent in English and Afrikaans

Key Tasks and Responsibilities

• Limited reception duties (answering of phone)
• Client Liaison
• Assisting customers on our investment process
• Help with technical issues customers may be experiencing on our platform
• Supporting customers with registering their profile and FICA/KYC
• Follow up with customers when their documentation is incorrect
• Answer general enquiries relating to any of our projects
• Identify and escalate issues to senior staff member
• Updating customer data on CRM and generating reports
• Adhoc administrative duties