Job Description / Responsibility

The primary objective of this position is to provide client service support to the company clients and assist with administrative support in the day-to-day operations of the company. Not more than 25-30 years

Ensure all required forms are completed completely and accurately

When needed meet with clients to complete paperwork

Generate reports such as position statements, for representative's meetings with clients

Track pending business and service paperwork

Ensure all Client investment documents are sent out in accordance to set timelines.

Handle the Unit’s reports to be rendered daily, weekly, and at Month-end.

Efficiently handle the purchase and delivery of Birthday cakes/cards and gifts to clients.

Update Database for client’s birthdays/work anniversaries as well as birthdays of their Spouse/kids.

Update pending business and service summary sheet for advisor’s attention

Track and tally all outstanding work

Handle phone calls from clients, when appropriate; transfer calls to an advisor when required

Electronically file client statements, correspondence, and agreements so that all client filing is completed within five business days

Make recommendations to systematize and improve office functioning

Provide administrative support

Follow up on outstanding transactions (e.g., transfers).

Maintain up‐to‐date organized client files, including copies of all signed applications and forms, according to firms Compliance requirements

Prepare and send outgoing mail

Maintain appropriate turnaround time on incoming items

Ensuring the delivery of excellent customer service

Ensuring zero tolerance level for complaints

Ensuring zero negative feedback from clients and prospects.

Specific Targets:

Achieve 0% negative feedback from clients and prospects

Achieve 100% error-free and accuracy in client data

Achieve 100% turnaround time for all client service processes.

Educational Requirements

Candidates should possess Bachelor's Degree / HND qualification

Experience Requirements

The candidate must have a minimum of 3-5 years of work experience in the role and must be currently working in a financial institution.

Additional Job Requirements

Candidate must be in active employment at the date of recruitment and must have stayed in current employment for not less than 1 year

Good writing and communication skills

Good presentation skills

Ability to influence and persuade

Good time management and organizational ability

Ability to multitask and meet constant deadlines

Oral Communication with internal and external stakeholders

Building a cordial relationship with internal and external stakeholders

Analytical skills

Knowledge of the job and the industry

Proficiency in Microsoft office

Attentiveness to details

Operational Perspective

Effective documentation

Willingness to work long hours, when necessary