Regional Coordinator

Job Description, PPS Advisory Services and Enablement – REGIONAL COORDINATOR

The focus is to deliver high standards of service to RGM by making the most effective and efficient use of various resources. The responsibilites is to support the RGM with all admin and any task related queries that he requires.

, Requirements ,

High school certification.

Preferably Secretarial diploma (or similar)

Minimum 3 Years Experience In Admin , Duties and Responsibilities ,

Key Responsibilities

Support RM (Primary Function)

• Arrange facilities for new recruits.
• Assist with completion of supervision (NQF 5).
• Develop and distribute branch communications.
• Complete DOFA request.
• Ensure branch rules/ constitution are followed.
• Maintain hard copy and electronic filing system.
• Managing C1, C1.5 and C2 spreadsheets for the RM (Manager’s discretion).
• Receive and relay telephone messages for Regional Manager.
• Direct the advisor to the appropriate staff member with regards to queries.
• Assist RM in compiling an annual plan with the advisors (IDP).
• Assist with Advisor changes including Advisor reallocations.
• Gather feedback on leads and capture it on the system. Follow up every month.
• Coordinate travel arrangements; prepare itineraries; prepare, compile and maintain

travel vouchers and records.

• Coordinate and manage event arrangements (banners, brochures, catering, venue).
• Arrange monthly branch meeting.
• Arrange weekly one-on-one meetings with the Advisors under supervision with RM.
• Produce and circulate agendas of team meeting.
• Produce and circulate minutes for a team meeting.
• Manage Outlook diary on behalf of the Regional manager.
• Handle correspondence on behalf of Regional manager.
• Compile and update the compliance files PoE for audit purpose – monthly scan and

upload on the system.

• Track and ensure compliance as well as re-accreditation of Advisors on an annual basis.
• Produce monthly and weekly reports (reflecting applications per Advisor & API).
• Producing monthly report for RM.
• Update Business register - hardcopy and electronic.
• Assist on an ad-hoc basis as and when requested by RGM.
• Send a birthday message to clients on behalf of the Advisor

(Note: until IT produces an automated system to do this)

Support Advisor (Secondary Function)

• Perform beneficiary updates for Advisors or direct the Advisor to Member Services to

perform the updates on behalf of the Advisor.

• Link the client to an Advisor on system.
• Prepare documents/ file for an Advisor before they go and see EXISTING clients - when

the Advisor is not in the office and it is impossible for an Advisor to prepare the quote.

• Create leads on Avalon (web leads, re-intermediator).
• Assist new Advisors by training them to prepare quotes for clients.
• Direct the Advisors to the correct channel so that the Advisor can forward queries for

EXISTING CLIENTS including Commission, Claims, Underwriting, Investment and other

ad-hoc queries. (RM Job) (Use Operational Escalation Process).

• Act as the primary source for arranging client servicing appointments for the advisors

with EXISTING CLIENTS (as per resource availability)