Administrator

at MPC Recruitment
Location Cape Town, South Africa
Date Posted January 17, 2022
Category Administration
Job Type Full-Time

Description

Job Description:

 

Our client, within the Financial Services industry seeks to appoint a dynamic Administrator to join their team based in Cape Town. The successful incumbent will be proactive and have efficient Execution of The Administration Duties. Job duties

  • Completing forms for client's risk and investments applications, submitting, and processing the instructions such as but not limited to New Business, Switches,
  • Redemptions, Debit order changes and general servicing client requests.
  • Handling queries on clients’ portfolios.
  • Obtaining statements and tax certificates from various Product Providers.
  • Preparation of meeting files.
  • Email /Phone clients and various Product Providers on a regular basis.
  • Calling and emailing various Product Providers / Assurance Companies to obtain information.
  • Problem solving.
  • Manage and take responsibility for tasks
  • Constant interaction with all Financial Planners.

 

  • Multi-Tasking as various duties need immediate attention – cope well under immense pressure

 

  • Provide cover at Reception (operate switchboard)

 

  • Emptying of post-meeting files timeously

 

  • Co-ordination of functions if required

 

  • Estates; winding up of Estates, preparation of Estate Pack, constant follow ups with various parties, assisting attorneys as well as regular updates to Clients/Beneficiaries.

 

Job Requirements

 

  • Matric

 

  • Minimum 2 – 3 years’ experience preferably within financial planning

 

  • Broad knowledge on financial services and Client Services

 

  • IT Skills

 

Interested candidates can send their CVs