ASSET MANAGEMENT CLIENT LIAISON ADMINISTRATOR
Belmar Personnel · Sandton, Gauteng
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1 year contract
Hybrid or Sandton office
To start immediately
Looking for an experienced Asset Management Client Liaison Administrator to provide high-level back-office administrative and client support to a Broker.
The successful candidate must be a confident people’s person with excellent attention to detail, strong client liaison abilities and extensive knowledge of BDA. This is a hands-on role requiring someone who can confidently manage client queries, administration, payments and third-party processes while providing reliable day-to-day support to the Broker.
Duties & Responsibilities
- Provide comprehensive administrative support to the Broker
- Act as a key point of contact for clients
- Handle client queries professionally and ensure matters are resolved efficiently
- Process and coordinate payments to clients
- Manage third-party administration and related documentation
- Maintain accurate client information and records
- Work extensively on the BDA system
- Assist with E-Cubed administration where required
- Follow up on outstanding client and administrative matters
- Liaise with internal departments, clients and external third parties
- Ensure all documentation and transactions are processed accurately and timeously
- Maintain a high level of client service at all times
Desired Experience & Qualification
ESSENTIAL REQUIREMENTS
- 7 years’ relevant experience within the asset management / investment industry
- Strong back-office asset management administration experience
- Strong BDA knowledge and practical working experience – essential
- Strong client liaison and client service experience
- Previous experience supporting a Broker, Financial Adviser or similar professional
- Experience handling client queries and following them through to resolution
- Experience processing and coordinating client payments
- Experience dealing with third-party administration and related processes
- Excellent attention to detail and accuracy
- Strong administrative and organisational skills
- Professional, confident and comfortable dealing directly with clients
- Strong interpersonal and communication skills
- Own reliable vehicle
Package & Remuneration
R25 000 - R30 000