Precision Finance Admin & SLA Support

PPS; Cape Town; On-site; ZAR 120,000 - 180,000; Full time

Job summary

PPS is seeking a diligent Support Assistant to perform high-quality administrative tasks within SLA guidelines. The role emphasizes precision, adherence to procedures, and consistent output, with a focus on supporting Business Consultants and intermediaries.

The candidate should have at least 2 years in financial services or life assurance admin, solid MS Office skills, and a service-oriented mindset. This on-site role offers daily routine procedures and continuous learning opportunities.

Qualifications

• Matric (Grade 12) is required.
• 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.

Responsibilities

• Upload and follow up on 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 receipt with 95% accuracy.
• Provide administrative backing to the Business Consultants and intermediaries; provide quotations and statements of benefits.
• Monitor incompletes and service requests and communicate outstanding applications and requests.

Skills

Attention to detail

Helpful attitude

Conscientiousness

Consistency

Responsive communication

Client service orientation

Target-driven

Education

Matric (Grade 12)

Tools

MS Office

Outlook

Excel

Internet

Job description

PPS is seeking a diligent Support Assistant to perform high-quality administrative tasks within SLA guidelines. The role emphasizes precision, adherence to procedures, and consistent output, with a focus on supporting Business Consultants and intermediaries.

The candidate should have at least 2 years in financial services or life assurance admin, solid MS Office skills, and a service-oriented mindset. This on-site role offers daily routine procedures and continuous learning opportunities.