Date | 2024-07-05 |
---|---|
Job Title | Client Administrator | Cape Town |
Employer | More Information |
Salary | R 180 000 – R 300 000 Per Annum |
Category | Admin Clerical Secretarial |
Location |
ZA / South Africa |
Job Summary
Our client are seeking a dedicated and experienced Client Administrator to join their team in Cape Town. This role involves providing comprehensive administrative support to a financial advisor with an investment focus. Key
Responsibilities:
Provide holistic administrative support to the financial advisor. Manage the advisors diary, including client birthdays, meetings, etc. Perform general office duties such as scanning, printing, and filing (both online and physical). Ensure adherence to processes set by head office. Manage client queries efficiently. Gather and prepare information for client meetings, including reviews, proposals, and implementations. Assist with event planning as needed. Manage and drive outstanding requirements such as FICA and medicals. Generate quotes for investments, life cover, etc. Implement and monitor client proposals, including submitting applications, changes, switches, additions, and withdrawals. Arrange and finalize repurchases and transfers. Ensure product providers implement instructions accurately and within a reasonable timeframe.
Requirements:
Experience in assisting a financial advisor, particularly with an investment focus. Proficiency in Excel and Outlook is essential. Strong organizational and multitasking skills. Excellent communication skills. Attention to detail and ability to follow processes meticulously.
Client Administrator | Cape Town position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-07-05 in the Admin Clerical Secretarial category
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