Investment Administrator

SUMMARY:
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POSITION INFO:

Our client in the financial services industry is looking for a junior administrative assistant to join their team.  

Key Responsibilities:

• Answering telephone calls and dealing with clients during meetings in a polite friendly manner
• Processing all aspects of client administration accurately and timeously
• Assisting with the preparation of new business paperwork and quotations
• Submission of new business applications accurately and within stipulated time frames
• Liaising with product providers, working on their website and submitting queries online
• Preparation of annual reviews within the required month accurately and in line with compliance
• Processing of claims (risk assurance, medical aid and GAP Cover)
• Ensure all documents meet compliance standards

Requirements

• 1 – 2 years’ experience in the financial planning industry in an administrative role
• Solid understanding of the financial planning industry (life cover, investments and medical aid)
• Professional and friendly manner
• Adaptability and client service skills
• Excellent written and verbal communication skills
• Strong attention to detail, organizational, teamwork and time management skills
• Computer proficiency (Outlook, Excel, Word, PowerPoint etc)

Suitable applications can be emailed to

Note:  Only shortlisted candidates will be contacted