Client Relationship Administrator- Financial Advisory Sector – Johannesburg

• Clear & Professional Communication: You can confidently interact with clients, providers, and colleagues-both in writing and in person. You're able to explain information clearly and concisely.
• Client-Focused Mindset: You are personable, responsive, and genuinely care about creating positive client experiences.
• Exceptional Organisation: You’re comfortable juggling multiple tasks, prioritising workload, and managing deadlines. You keep things running smoothly behind the scenes.
• Administrative Excellence: You have experience handling paperwork, inboxes, phones, and follow-ups with a proactive, detail-oriented approach.
• Tech Savvy: You’re confident with Microsoft Office (Word, Excel, Outlook) and ideally have experience using a CRM system.
• Accuracy & Attention to Detail: You understand the importance of getting the little things right-especially when it comes to client data and compliance.
• Discretion & Integrity: You understand the sensitive nature of financial information and handle it with the highest level of confidentiality.
• Team Spirit: You enjoy working with others and supporting a collaborative, high-performance team environment.
• An Interest in Financial Services: You’re curious about financial planning, regulatory frameworks, and the evolving world of investments.
• Willingness to Grow: You're open to learning new systems, tools, and industry knowledge and may even consider pursuing relevant qualifications.
• Analytical Thinking: You’re comfortable absorbing detailed or technical information, even if it's new to you.
• Initiative & Foresight: You think ahead and understand how your role contributes to the broader client journey.

• Manage the full lifecycle of new business submissions, from initial application through to finalisation.
• Review all documentation for accuracy and completeness before submission.
• Maintain and update the New Business Register and input data into our CRM system.
• Track workflows and ensure all new business tasks and processes are completed efficiently.
• Generate weekly reports for leadership to track progress and identify areas for improvement.

• Oversee the accuracy of client information, regularly reviewing entries maintained by support staff.
• Perform cross-checks on personal information and ensure records are kept up to date across all platforms.
• Ensure consistency and reliability in all client documentation and CRM entries.

• Identify opportunities to enhance administrative efficiency and accuracy.
• Provide guidance to junior admin staff on best practices for data entry and task management.
• Continuously improve client-facing administrative processes.

• Lead small-scale compliance initiatives in collaboration with the advisory and admin teams.
• Delegate tasks as required and assist in preparing for audits or internal reviews.
• Help ensure regulatory obligations are met in day-to-day operations.

• Act as a lead point of contact for the Client Service Administrator, offering guidance and delegating tasks.
• Support onboarding and development through regular feedback and informal training.
• Promote a collaborative and supportive working environment across the administrative team.

• Career Growth: We believe in developing talent from within and providing pathways to grow in your role.
• Supportive Culture: We value a positive mindset, team collaboration, and shared success.
• Meaningful Work: Your contributions have a direct impact on our clients and the overall client experience.
• Room to Learn: You'll be supported with learning opportunities to deepen your knowledge and expand your skill set.

Redline Recruitment