Administration Manager
COMPANY: SASFIN FINANCIAL ADVISORY SERVICES (PTY) LTD
DIVISION: Financial Planning
JOB TITLE: Administration Manager
MANAGER: Head: Operations
MAIN PURPOSE OF THE JOB
Manage the day to day operations and Client Service Support staff of SFAS Financial Planning. Provide
implementation support to the Head of Operations and Head of Financial Planning, in the
implementation of short, medium and long term operational- and strategic objectives in SFAS
Financial Planning.
KEY AREAS OF RESPONSIBILITY
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General management of Client Service Support Staff
Monitoring and management of all administration processes and procedures
Maintenance and updating of business process documentation
Risk and compliance monitoring and reporting of business risks
Assist with FSB reporting
Client liaison and client complaints management
Assist with the preparation of Management Information and related reports
Operational implementation of the business Strategic Business Plan
IT liaison and project management
Assist the Head of Financial Planning with management reporting
Assist the Head of Financial Planning with budget management and controls
DESCRIPTION OF TASKS
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Assist with all operational requirements for new planners including book transfers,
training and IT requirements
Review, maintain and effect continuous improvement of all processes and
systems including CRM (X Plan). Monitor the daily workflow within the
CRM system
Support Head of Operations as Risk Champion for the financial planning
division and maintain all risk incident logging and monthly risk attestation
Liaise with Product Providers and ensure all contracts for Financial Planning
are up to date
Project liaison
Maintain and monitor Financial Planner Book reports
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Quarterly calculation of Financial Planner administration fees
Co-ordinate all daily work and load shedding, when required, amongst the Client Services
Support team
Assist with maintenance of all compliance registers and compliance reporting procedures
Identifying areas of improvement in SFAS financial planning administration and operations
procedures
Day to day and monthly management and client reporting within Financial Planning as detailed
in the Operations Procedures Manual
Management of monthly commission cut off to ensure that all flow sheets are processed
timeously and no bottlenecks occur
Assist the Compliance Officer and Head of Financial Planning with all FSB reporting requirements
Daily management of administration staff including new staff training
Setting of annual key performance areas, performance appraisals and staff performance
management when required
Assist the Head of Financial Planning with financial planner commission suspense tracking and
clearance
Monitor changes to Sasfin policies and procedures and ensure implementation in Financial
Planning if applicable
Communication to Financial Planners on process changes
QUALIFICATIONS/SKILLS
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Minimum 5 years Life assurance/investment administration experience as well as knowledge of
risk and investment products
Minimum 5 years staff management experience
Advanced Excel, Power Point, Word, MS Access and Outlook skills are a critical requirement.
High attention to detail, highly organized with excellent time management and prioritization
skills
Ability to work under pressure and deliver on strict deadlines
Knowledge of X Plan / Astute would
be an advantage
Resourceful and proactive
Excellent communication skills, written and oral
Ability to deal effectively with problems
Excellent people management skills
Client service orientated
REMUNERATION
Total Cost to Company
*Please consider your application unsuccessful if you have not received a response within 2 weeks of
submission.