Hire Resolve is seeking a skilled Advisor Services Administrator on behalf of our client in the financial services industry. The successful candidate will play a crucial role in supporting the onboarding and exit processes for financial advisors, while also ensuring the smooth execution of various administrative and operational functions.

Responsibilities 

Onboarding

• Support due diligence process in line with standard operating procedures

• Assist with Pre and Post Take-on processes

• Ensure compliance requirements are met through liaison with the compliance division

• Obtain and import complete client lists into Commsplit

• Coordinate client communication with the marketing division (content, deadlines, feedback)

• Provide weekly updates to the Head of Department (HOD)

Transfers & Data Reconciliation

• Support internal and external client and commission transfers as per SOP

• Assist with book acquisitions and ensure documentation completeness

• Follow up on outstanding transfer form requirements

• Send regular progress updates to relevant divisions

• Provide weekly feedback to the HOD

Resignations

• Facilitate the resignation process as per SOP

• Coordinate with departments regarding deadlines, content, system closures, and communications

• Request client lists from MIS/Commissions for transfer preparation

• Maintain and update documents and advisor folders (SharePoint/Commsplit)

• Update and manage the Resignations Register regularly

• Submit weekly updates to the HOD

General Administration

• Respond to advisor queries efficiently in line with SLA requirements

• Administer the tax directive process according to SOP

• Arrange and courier business cards and marketing materials; manage invoicing allocations

• Liaise with advisors and business development for updates and queries

• Participate in general and special projects as required

• Support other divisional activities as assigned by the department head

Requirements

Formal Education

• Matric (Grade 12)

Experience

• Minimum 2 years' experience in an administrative support role within the financial services industry

• Process-driven with frequent interaction across departments and with financial advisors

• Strong communication skills essential

Knowledge

• Fluent in English and Afrikaans (spoken, read, and written)

• Proficient in MS Office (Word, Excel, Outlook)

Skills

• Effective communication

• Strong organisational skills

• High attention to detail

• Analytical and problem-solving skills

• Ability to work independently and manage priorities

• Deadline-driven and able to work in a fast-paced environment

• Professional telephone etiquette

Please Note, if you don't match the Requirements and Industry you won't be consider for this role.

Benefits

• Market-related salary

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
  • Please use "Bookkeeper" as your subject line when applying via email 

• • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise