We are seeking to hire a Financial Administrator
1. Client interaction (through email and telephone) and Face to face communication with in-office Financial Advisers.
2. Problem solving.
3. Database management and maintenance.
4. Managing confidential and sensitive documents.
5. Maintain file systems (Electronic & Paper).
6. Maintain CPD log in line with objectives.
7. Schedule / assist with organizing team meetings etc.
8. Scan documents, report processing/tracking etc.
9. Manage activity pipelines & ensure all on target.
10. Follow up & support general enquiries.
11. Liaising with cross border multinational providers.
12. Support private banking for clients.
Position Description - Dimensions: This position offers a wide and diverse range of activities/responsibilities, with a highly dynamic organization. As such, the incumbent should be anticipating team (and office) needs, energetic to make things happen, innovative and able to handle a variably paced workload. Must have an eye for detail.
Position Description - Special Challenges: The role is challenging in terms of content and time. It involves interaction at all levels of the organisation. Cooperative relationship within a highly dynamic and diverse team. Need to be flexible and able to multi-task. Requires good judgment in setting priorities and dealing with staff requests. Must be a self-starter, independent and pro-active. Requests for support and information sometimes requires quick turnaround. At peak times, flexibility in working hours outside the normal work pattern will be required by the incumbent
Position Description Additional Comments: Candidates selected must be able to handle sensitive information with discretion, and exercise appropriate judgment and caution when dealing with requests for information.
Experience and qualifications required: Microsoft Office: Outlook (or MS Exchange), Word, PowerPoint, Excel
Additional Comments: The successful candidate must:
1. Be detail-oriented
2. Have good organizational skills and be able to prioritize work
3. Have good oral and written communication skills
4. Be a good team player
5. Actively participate on the administrative team
6. Be able to multitask and be accommodating to changing priorities
7. Have a proven ability to work without close supervision, and for multiple customers
8. Experience working in an environment where confidentiality and discretion are required
9. Proactive self-starter
10. Excellent communication and interpersonal skills in dealing with staff, customers and global contacts
11. Strong computer skills
12. Diverse in thoughts and ideas
