Financial Services Support Specialist

Pivot Services; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Pivot Services in Cape Town is seeking a Support Assistant to deliver high-quality administrative work within SLAs. The role focuses on processing financial services-related tasks, ensuring accuracy, and supporting Aftersales service activities.

The successful candidate will have at least 2 years of experience in Financial Services or Life Assurance in an administrative capacity and will handle routine procedures and client data with precision.

Qualifications

• At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.

Responsibilities

• Upload and follow up on queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, etc.
• Check and capture applications within 4 hours of receipt with 95% accuracy.
• Support 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.

Skills

Financial services admin experience

Job description

Pivot Services in Cape Town is seeking a Support Assistant to deliver high-quality administrative work within SLAs. The role focuses on processing financial services-related tasks, ensuring accuracy, and supporting Aftersales service activities.

The successful candidate will have at least 2 years of experience in Financial Services or Life Assurance in an administrative capacity and will handle routine procedures and client data with precision.