Senior Administrator

Exceed HR and Recruitment; Stellenbosch; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A staffing agency in Stellenbosch is looking for a Senior Administrator to manage various administrative tasks including diary management, client interactions, and maintaining CRM systems. The ideal candidate will have a tertiary qualification and at least five years of relevant experience. Strong administrative skills and proficiency in English and one other official South African language are required. This is an excellent opportunity to contribute to a growing team in a dynamic environment.

Qualifications

• 5 years of relevant experience required.
• Proficient in at least one other official South African language.

Responsibilities

• Gather policy information and compile summaries.
• Manage diaries for business cases and appointments.
• Prepare investment review appointments and maintain the CRM system.

Skills

Strong administrative skills

Proficient in spoken and written English

Computer literacy (MS Office)

Education

Tertiary Qualification

Job description

Senior Administrator required in Stellenbosch.

Duties and Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Process client queries and instructions
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance

Requirements:

• Tertiary Qualification
• 5 Years relevant Experience
• Strong administrative skills
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)