RMB is seeking a Financial Advisory Administrator to provide effective administrative support to financial advisors in a remote setting. The ideal candidate will have a strong background in financial advisory, excellent organizational skills, and a commitment to customer service and process improvement
Job Summary
As part of our team in FNB Commercial Financial Advisory you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
To provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.
We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
Matching Summary
Match Score: 85
RMB is seeking a Financial Advisory Administrator to provide effective administrative support to financial advisors in a remote setting. The ideal candidate will have a strong background in financial advisory, excellent organizational skills, and a commitment to customer service and process improvement.
Skills & Requirements
Must-have
operational support
customer query resolution
process improvement identification
product knowledge building
relationship building
adherence to standards
reporting and updating information
Nice-to-have
adaptable and curious
thrive in a collaborative environment
staying curious
ignite effective change
Key Requirements
NQF Level 6 qualification and Matric Certificate
5 years’ financial advisory experience
Excellent organisational and multitasking skills
Strong understanding of financial principles and regulatory requirements