Job Description

Job Summary Our client has an exciting opportunity for an Office Manager at their Northcliff office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker. Manage a team of adviser assistants and support staff. Develop and implement standard operating procedures and create efficiencies. Ensure adequate distribution of work across assistants and support staff. Conduct staff performance reviews , drive professional & organizational development initiatives . Arrange regular service and product provider training for staff. Ensure all advisers maintain high compliance levels and report where standards are not met. Ensure clients reviews are conducted according to SLAs and duly documented as such. E-reviews of selected clients. Updating of client data on MyPractice, including accuracy of life products prior to reviews. Generate an accurate PFR from MyPractice for all clients via assistants. Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations. Ensure the efficient co-ordination and planning of client functions. General office management. Requirements: Bachelors Degree. Relevant working experience within the financial services industry. Proficient in both spoken and written English and at least one other of the official South African languages. Computer literacy (MS Office ). Competencies required: Good communication skills (written & verbal). Interpersonal skills. Good administration skills. Planning and organising skills. Good time management skills. Resilient with a good level of stress tolerance. Team Player. Client service driven.

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