Financial Services Admin & QA Specialist

PPS Recruitment; Roodepoort; On-site; ZAR 240,000 - 320,000; Full time

Job summary

PPS Recruitment seeks a Support Assistant to join a Financial Services administration team based in Roodepoort. Reporting to the Team Leader, you will produce high-quality, detailed work in line with SLAs and established standards.

You will handle routine admin tasks, maintain accuracy, and provide support to Business Consultants and intermediaries, using MS Office daily. This role emphasizes patience, reliability, and consistent error-free performance.

Qualifications

• Matric (Grade 12).
• At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.
• MS Office package, particularly, Internet, Outlook, and Excel.

Responsibilities

• Upload and follow up on the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims, etc.
• Check and capture applications: Within 4 hours of being received. With a 95% accuracy level.
• Support functions include performing daily routine procedures.
• Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
• Communicate outstanding requirements after the request has been uploaded.
• Complete an annual assessment on appropriate systems.
• Provide administrative backing to the Business Consultants and directly to intermediaries.
• Provide quotations and statements of benefits to intermediaries.
• Take ownership of service level standards and ensure they are achieved consistently.
• Assist the Business Consultants in organising broker workshops.

Skills

Attention to detail

Patience

Client service orientation

Target-driven

Education

Matric (Grade 12)

Tools

MS Office

Excel

Job description

PPS Recruitment seeks a Support Assistant to join a Financial Services administration team based in Roodepoort. Reporting to the Team Leader, you will produce high-quality, detailed work in line with SLAs and established standards.

You will handle routine admin tasks, maintain accuracy, and provide support to Business Consultants and intermediaries, using MS Office daily. This role emphasizes patience, reliability, and consistent error-free performance.