Financial Services Administrator

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

Job summary

A leading company in financial planning services is seeking an administrator to manage financial plans and client portfolios. The role requires a Senior Certificate and proficiency in Microsoft Office. The candidate must demonstrate excellent communication skills and be able to manage client interactions effectively.

Qualifications

• Proficient in Microsoft Word and Office and other related software.
• Valid SA Driver’s License and own reliable vehicle are essential.

Responsibilities

• Implement financial plans involving investment capital management and new financial products.
• Draft and submit investment and life assurance application forms.
• Manage client financial product portfolios and assist with client queries.

Skills

Microsoft Word

Microsoft Office

Telephone Etiquette

Time Management

Organization 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 we provide.

Minimum Requirements:

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

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 client utilise