Junior Administrator – File Preparation | Financial Services

SUMMARY:
Junior Administrator – File Preparation | Financial Services

POSITION INFO:

Junior Administrator – File Preparation | Financial Services

Location: Johannesburg | Full-Time

We are seeking a Junior Administrator to join our dynamic financial services team. The ideal candidate is organised, detail-oriented and proactive, with strong administrative skills and the ability to work accurately under tight deadlines.

Key Responsibilities

• Prepare and maintain client files for new business and reviews.
• Ensure documentation is complete, accurate and compliant.
• Prepare files within the required 48-hour turnaround time.
• Maintain registers, trackers and accurate filing systems.
• Assist with quotations, comparisons and Medprac administration.
• Follow up on outstanding documentation and requirements.
• Support Brokers, Compliance and Administration teams.
• Identify and escalate gaps or delays promptly.
• Maintain confidentiality and accurate client records.

Key Requirements

• 2–3 years'' administrative experience.
• Financial services, insurance or investment experience advantageous.
• Strong MS Office and Excel skills.
• Excellent attention to detail and organisational skills.
• Strong communication and follow-up abilities.
• Ability to manage deadlines and multiple priorities.
• Reliable, accountable and proactive.
• Compliance knowledge (FAIS, FICA, POPIA) advantageous.
• Strong reporting skills

Ideal Candidate

A hands-on, detail-driven administrator who takes ownership, follows through on tasks and is committed to getting things right the first time and is willing to continue learning. 

Location: Johannesburg | Full-Time

We are seeking a Junior Administrator to join our dynamic financial services team. The ideal candidate is organised, detail-oriented and proactive, with strong administrative skills and the ability to work accurately under tight deadlines.

Key Responsibilities

• Prepare and maintain client files for new business and reviews.
• Ensure documentation is complete, accurate and compliant.
• Prepare files within the required 48-hour turnaround time.
• Maintain registers, trackers and accurate filing systems.
• Assist with quotations, comparisons and Medprac administration.
• Follow up on outstanding documentation and requirements.
• Support Brokers, Compliance and Administration teams.
• Identify and escalate gaps or delays promptly.
• Maintain confidentiality and accurate client records.

Key Requirements

• 2–3 years'' administrative experience.
• Financial services, insurance or investment experience advantageous.
• Strong MS Office and Excel skills.
• Excellent attention to detail and organisational skills.
• Strong communication and follow-up abilities.
• Ability to manage deadlines and multiple priorities.
• Reliable, accountable and proactive.
• Compliance knowledge (FAIS, FICA, POPIA) advantageous.
• Strong reporting skills

Ideal Candidate

A hands-on, detail-driven administrator who takes ownership, follows through on tasks and is committed to getting things right the first time and is willing to continue learning.