Administration & Support
The duties and working hours of the employee will be to provide the general and
administrative support services to RIFF Distribution Services (Pty) Ltd and any of
its related entities.
The key administrative and support services will be for RiFF Distribution Services (Pty)
Ltd as the duties and specifications are required on a daily basis as set out below:
General
• Ensure that the executives and team are set up for success
• Occupy the front desk of the office and performing the reception duties as per the reception duties schedule.
• Keep the teams' data and organograms and internal CRM ‘s updated
• Support the flow of information within the manager's office, ensuring that matters requiring their personal attention are handled speedily
• Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given time frames
• Accurately escalate client complaints and queries to the relevant department
• Ensure files are kept in order and easily accessible
• Collate, compile and distribute executive packs for important meetings, with a high level of detail orientation to ensure accuracy.
• Add to the executives' efficacy by facilitating adhoc personal matters efficiently and with high levels of confidentiality
• Engage with clients in a client centric manner (Client Services)
• Build and maintain relationships with clients and internal and external stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development
• Any other general administrative and support services required by the Executive
• Contribute to financial controls and planning (Finance)
o Manage financial and other company resources under your control with due respect
RiFF Distribution Services (Pty) Ltd
• Phoning a minimum number of IFA’s and setting up of meetings for BC’s of RiFF
• Maintain a database of IFA’s which have been phoned and contacted through the internal CRM system.
• Maintenance of BC’s diaries and appointments.
• Loading and completion of SLA’s and linking of Product provider codes to Platforms on the CRM system.
• Manage administration of IFA’s that form part of “House Brokers” through the CRM software programme.
• Provide supporting services to BC’s through completion of quotations, fund comparisons and calculators and any other support services required to ensure the BC’s functions optimally.
• Provide personal administrative and support to the executive.
• Pro-actively screen incoming calls, correspondence and respond independently where possible
• Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications.
Requirements
- A relevant tertiary
qualification is required, such as a BCom, CIMA (Chartered Institute of
Management Accountants), or BCom in Investment Management
- CRM Knowledge
- Financial Services background
- Strong Communication and Interpersonal Skills
- RE5 will be an advantage
- Investing Industry knowledge