Advisor Services Administrator

June 6, 2025

Job Description

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Hire Resolve is seeking a skilled Advisor Services Administrator on behalf of our client in the financial services industry. The successful candidate will play a crucial role in supporting the onboarding and exit processes for financial advisors, while also ensuring the smooth execution of various administrative and operational functions.

Responsibilities 

Onboarding

  • Support due diligence process in line with standard operating procedures

  • Assist with Pre and Post Take-on processes

  • Ensure compliance requirements are met through liaison with the compliance division

  • Obtain and import complete client lists into Commsplit

  • Coordinate client communication with the marketing division (content, deadlines, feedback)

  • Provide weekly updates to the Head of Department (HOD)

Transfers & Data Reconciliation

  • Support internal and external client and commission transfers as per SOP

  • Assist with book acquisitions and ensure documentation completeness

  • Follow up on outstanding transfer form requirements

  • Send regular progress updates to relevant divisions

  • Provide weekly feedback to the HOD

Resignations

  • Facilitate the resignation process as per SOP

  • Coordinate with departments regarding deadlines, content, system closures, and communications

  • Request client lists from MIS/Commissions for transfer preparation

  • Maintain and update documents and advisor folders (SharePoint/Commsplit)

  • Update and manage the Resignations Register regularly

  • Submit weekly updates to the HOD

General Administration

  • Respond to advisor queries efficiently in line with SLA requirements

  • Administer the tax directive process according to SOP

  • Arrange and courier business cards and marketing materials; manage invoicing allocations

  • Liaise with advisors and business development for updates and queries

  • Participate in general and special projects as required

  • Support other divisional activities as assigned by the department head

Requirements

Formal Education

  • Matric (Grade 12)

Experience

  • Minimum 2 years’ experience in an administrative support role within the financial services industry

  • Process-driven with frequent interaction across departments and with financial advisors

  • Strong communication skills essential

Knowledge

  • Fluent in English and Afrikaans (spoken, read, and written)

  • Proficient in MS Office (Word, Excel, Outlook)

Skills

  • Effective communication

  • Strong organisational skills

  • High attention to detail

  • Analytical and problem-solving skills

  • Ability to work independently and manage priorities

  • Deadline-driven and able to work in a fast-paced environment

  • Professional telephone etiquette


Please Note, if you don’t match the Requirements and Industry you won’t be consider for this role.

Benefits

  • Market-related salary

  • Contact Hire Resolve for your next career-changing move today

    • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
    • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
    • Please use “Bookkeeper“ as your subject line when applying via email 

    • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise

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