Senior Administrator

SUMMARY:
Responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds Increase number of clients, number of investment accounts and assets under management, in a range of products & portfolios catering for various investment needs, by providing excellent service, and doing so as efficiently as possible while managing risk

POSITION INFO:

JOB DESCRIPTION

• Maintaining expenses in line with Branch standards and limits
• Maintaining & managing Fund Allocations
• Acquired skills and Knowledge - Individual''s knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department
• Timeous & Accurate client and member communication in line with company and branch procedures and controls.
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
• Managing self - Management of processes and responsibilities. Ability to work independently.
• Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes.

JOB REQUIREMENTS

• Grade 12 (Matric)
• Successfully passed the company and branch tests/ assessments
• Having achieved or studying towards a retirement fund qualification or equivalent qualification
• 1-4 years Retirement Funds Administration

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