Temporary Administrator (12 month fixed term contract) – Hilton
Opportunité d’Emploi : Administrateur Temporaire (Contrat de 12 mois) – Hilton
Présentation de l’entreprise
Catch Recruit est une entreprise de recrutement spécialisée qui se consacre à améliorer la prise en charge des services clients au sein du secteur des services financiers. En intégrant des professionnels compétents, elle contribue à offrir un soutien de qualité aux clients et aux partenaires financiers.
Poste proposé
Titre : Administrateur Temporaire (Contrat à Durée Déterminée de 12 mois)
Situation géographique : KwaZulu-Natal, Afrique du Sud
Description du poste
Objectif du rôle :
Le poste d’administrateur temporaire vise à soutenir les partenaires en planification financière dans l’offre de services clients de haute qualité. Ce professionnel sera un membre à part entière d’une équipe régionale et travaillera en collaboration avec d’autres assistants, aidant à établir un lien solide entre le bureau et le partenaire financier.
Catégories de responsabilité
- Services Client :
- Mise en œuvre de l’expérience client conformément aux directives du responsable des opérations.
- Gestion des processus administratifs et de contrôle pour les pratiques de planification financière.
- Servir de point de contact principal pour les clients, en veillant à répondre efficacement à leurs besoins.
- Opérations :
- Collecter et préparer des informations clients pour les interactions avec le partenaire financier.
- Contrôler la documentation de transition pour garantir leur conformité.
- Assurer un suivi complet des transactions de nouveaux clients.
- IT & Systèmes :
- Préparation des portefeuilles clients en utilisant des informations pertinentes.
- Gestion des données clients via le système de gestion de la relation client Xplan.
- Assurer un enregistrement documenté et conforme des interactions clients.
- Soutien Marketing :
- Assistance dans l’organisation d’événements clients et gestion des retours d’invitations.
- Renforcement des relations clients en agissant en tant que contact principal.
- Gestion de Bureau :
- Soutien à la gestion des bureaux, incluant la gestion des ressources et des fournitures.
Compétences et qualifications requises
- Connaissances : Compréhension des législations FAIS et FICA, et compétences en services financiers.
- Compétences techniques : Maîtrise de Microsoft Office, Xplan et bonne communication verbale et écrite.
- Expérience : 2 à 3 ans dans le secteur des services financiers est souhaitable, accompagnée d’une formation pertinente.
Attributs des candidats recherchés
Le candidat idéal doit être orienté vers le client, avoir un bon sens de l’organisation, être capable de prioriser et de gérer plusieurs tâches simultanément tout en maintenant une attitude professionnelle. Une capacité d’analyse et de résolution de problèmes ainsi qu’une résilience face à la pression sont également essentielles.
Informations complémentaires
Salaire attendu : À discuter
Date de prise de poste : 25 juin 2025
L’opportunité présentée est une plateforme potentielle pour les candidats intéressés par le secteur des services financiers. Évaluez attentivement les qualifications et les attentes avant de postuler, et assurez-vous que cette offre répond à vos aspirations professionnelles.
📅 Date de publication de l’offre : Wed, 25 Jun 2025 22:28:01 GMT
🏢 Entreprise : Catch Recruit
📍 Lieu : KwaZulu-Natal
💼 Intitulé du poste : Temporary Administrator (12 month fixed term contract) – Hilton
💶 Rémunération proposée :
📝 Description du poste : Purpose of role:
The Temporary Administrator resource supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.Categories:
Client Services
o Implementation of the client services experience, as defined by the Head of Operations.
o Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc).
o Liaison between Financial Planner Partner and product providers (PPs).
o Equipped to follow the formal complaint resolution process.
o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of
the Financial Planning Partner(s).
o Adheres to the culture and principles of Treating Customer Fairly.
Operations
o Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client.
o FICA and AML capture and checking on client onboard process.
o Checking of transition documentation to ensure completeness and accuracy in alignment to relevant
client file checklist and lodgment rules.
o Administration relating to client transfer and new business transactions.
o Submission of intermediary appointment notes to relevant PPs.
o Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs
o Capture and checking of new business documentation to ensure completeness and accuracy in alignment to the lodgment rules.
o Submission of new business application(s), together with supporting documentation to relevant PPs.
o Monitoring the underwriting and acceptance of new business transactions.
o Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously.
o Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients.
o Check Commission statements from CommPay and PPs. Manage commission suspense accounts aligned to compliant new business lodgment.
o Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.Operational support for Portfolio Managers and CRMs
o Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications.
o All instructions to PM and CRMs initiated and maintained via Xplan tasks.IT & Systems
o Preparation of client portfolios using Astute and / or product provider information. Ensuring Xplan Policy Schedules are up to date and accurate.
o Data capture of client demographic data on client relationship management system Xplan.
o Client financial data capture (ASTUTE, PPs and manual).
o Data integration between xPlan and IWP for handover to BDM or Financial Planning Partner.
o Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
o Ensure proper record keeping in line with business rules and where relevant, legislation and safe storage into xPlan.
o Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health keeping)
o Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
o Extensive use of Xplan notes and tasks to manage client records and organization of practice.
o Prepare for clients reviews as per client review template.
o Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV.
o Maintain an accurate diary system. (Xplan & Outlook integration)
o Address all technology issues experienced by the Financial Planning Partner and facilitate the
solution – liaison with the IT support desk etc.NAV & KPIs
Full awareness and understanding of information available on NAV to support the Financial Planning
Partner(s).
o Track and monitor personal KPIs on NAV.
o Request assistance and guidance from POM where KPI scores reflect gaps.
o Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.Marketing Support
o Assist with the organization of client events in conjunction with the events coordinator i.e. booking
venues, RSVP management, event management etc.
o Assisting Financial Planning Partners at client events.
o Function as a primary point of contact for clients thus strengthening client relationships.
Office Management
o Support the general office management including reception, facilities, meeting room management,
stationery, marketing material etc.
o Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock.Knowledge
Financial Services Industry
Understanding of FAIS and FICA legislation
Competencies
Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
Xplan
Good verbal and written communications skills
High energy individual who is customer centric and relationship orientated
Methodical, accurate and have meticulous attention to detail.
Initiative-taking work ethic.
Organizational skills, ability to prioritize, plan and manage projects.
Ability to collaborate with others.
Critical thinking: ability to strategize, research and interpret.
Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while
being flexible to accommodate the changing needs of the clients.
Teamwork: be a reliable and productive member of the team.
Professional presence: as a representative of the organization, a professional image and professional
conduct are always expected and required.
Time management: ability to manage time and tasks to ensure deadlines are met.
Assertiveness, proactive & resourceful
Resilient under pressure
Ability to multi-task
Maintain absolute confidentiality.Qualifications and Experience
2-3 years in the financial services industry will be advantageous.
Relevant tertiary education or courses.
Attributes
The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective
in our clients lives and can facilitate and assist Financial Planning Partner(s).
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