Administrator (Financial Services)

Abantu Staffing Solutions; East London; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A staffing solutions company in East London seeks an administrator for financial planning services. The role involves managing investment capital, client interactions, and the upkeep of financial product portfolios. Candidates should have a Matric certificate, a valid driver's license, and proficiency in Microsoft Office. Previous experience in the financial services industry is advantageous.

Qualifications

• Strong ability in managing client queries.
• Experience in the Financial Services industry preferred.

Responsibilities

• Implement financial plans and manage investment capital transfers.
• Draft and submit investment and life assurance application forms.
• Maintain client financial product portfolio summaries.
• Provide timely assistance for client queries.

Skills

Telephone etiquette

Proficiency in Microsoft Word and Office

Time management

Ability to work under pressure

Initiative and research skills

Education

Senior Certificate - High School Matric (Grade 12)

RE5 certificate

Job description

Overview:

The purpose of this position is to tend to the administration of the financial planning services the business provides.

Minimum Requirements:

• Senior Certificate - High School Matric (Grade 12)
• Valid SA Driver’s License
• Own Reliable Vehicle (essential)
• Proficient in Microsoft Word and Office and other related software
• Excellent telephone etiquette
• Previous experience in the Financial Services industry (advantageous)
• RE5 certificate (advantageous)

Responsibilities:

• Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
• Responsible for drafting and submitting investment and life assurance application forms,
• Assist clients with the signing of forms,
• Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
• Timeously tend to all client queries
• Making and answering phone calls.
• Be courteous with all clients and develop a good relationship with clients.
• Photocopying, printing & binding of documents, when required,
• Filing & scanning, when required,
• Send quarterly reports, when required,
• Send clients’ tax certificates, when required.

Competencies:

• Must show good initiative and be willing to do necessary research for better understanding where necessary
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Become knowledgeable about the financial assets and products that our clients utilise