Job Description Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client.
Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial services industry to provide clarity and order to clients' financial affairs.
Role Description: The Area Distribution Manager Assistant role is to ensure that all work related to administration is done efficiently and meticulously in accordance with company guidelines.
The Area Distribution Manager Assistant will take instruction from the Non-life Executives and Advisors as well as clients.
The main objective is to assist with all matters relating to the secretarial and administrative tasks, which will allow the Advisors and Risk Executive to focus on new business opportunities.
Responsibilities: Handle telephone calls, both incoming and outgoing, emails, meeting requests, claims and other communication as requested.
Obtaining details of query, resolving query with the assistance of the required departments and within the SLA levels.
Liaising and managing internal and external correspondence within Origin groups various departments, clients, and insurers.
Provide Ad-Hoc and day-to-day administrative support as directed by the ADM.
Follow up on queries and outstanding matters and provide feedback to the Executives and Advisors within the ADM. Scheduling appointments for the Executives/Advisors with clients and other stakeholders when required.
Editing/updating reports, and documents (Google Sheets/ Docs / Excel Microsoft but not limited to these) Preparation of review documentation for new and existing clients whilst scheduling appropriate meetings (ensuring quotations are checked) Follow up and supply feedback on the progress with regards to any outstanding queries.
Review and respond to emails when Executives / Advisors are out of office within 24 hours (Limited to Business related emails).
Responding to client if required.
Sending the email to the necessary department within the Group.
Following up on the email and responding to client /finalising task.
Providing the Executives / Advisors a summary report on their return to office.
Refer doubtful situations to ADM Leader and relevant Advisors especially with High Value clients as per ORIGIN segmentation model.
Keeping the various departments advised of details such as possibility of new claims, amendments to clients details on our database.
Making sure these are captured on the clients policy as well as WP being updated.
Tasks: Create and manage tasks within SLA Make and keep notes up to date within tasks Transferring Tasks when required to do so Ensure tasks are completed as per due date Ensure TCF and subscribe to the General code of conduct as per FSCA requirements.
Contribute towards ORIGIN LEAD REFERRAL system Attend to all ad hoc requests Personal competencies: Must be extremely detail oriented and can work under pressure.
Highly organised whilst maintaining high standards of professionalism always.
Communicate appropriately and handle stress in a way that does not negatively impact on the ADM, customers and other stakeholders.
Have a working understanding of Short-Term Insurance both Personal and Business.
Must be able to take ownership and accountability for tasks and activities Requirements Minimum Experience Level Minimal of 4 years Industry specific experience.
Established client base.
Essential Qualifications Matric / Grade 12 / National Senior Certificate RE 1 and RE 5 Meet all criteria as prescribed by FSCA for being "fit and proper" FAIS Compliant Skills Proficient in Google Office Suite and/or MS Office Experience and ability to operate the WorkPool system is advantageous.
Strong verbal and written communication skills.
Excellent organisational and time management abilities.
Benefits The Position Offers: Competitive remuneration packages with company benefits A fast-paced work environment Employee recognition initiatives Requirements Qualifications and experience: • Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).
• Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
• Excellent knowledge of financial planning principles and investment strategies.
• CFP or Post diploma in Financial Planning advantageous.
• Strong communication and interpersonal skills to collaborate effectively with clients.
• Passionate about providing the best financial services and advice to clients.
• Ability to maintain and develop relationships with clients and communicate complex financial advice.
• Minimum of 3-5 years DOFA and supervision completion.
