Client Administrator Umhlanga - South Africa
Sharon Nurock Recruitment c.c.
Reference: DUR003043-SN-1 This long-established Financial Planning Brokerage requires an astute and experienced Administrator to provide support to the busy team. Flexible working hours are an option. Requirements: Matric minimum. Qualification in Financial Services – advantage. Previous experience in a Financial Services environment. Competencies: Personable. Good communication skills, verbal and written. High attention to detail. Multitasker. Supportive. Quick off the mark. Responsibilities: Client administration as well as communication and follow up regarding all areas of responsibility Develop, maintain and enhance relationships with key provider personnel, advisors and clients Collect and collate client information data from/for various providers as well as any further information that may be required Draw up and /or check final documentation required (compliance, new business, offshore, etc.) Ensure servicing of all clients (existing and new) requests and needs are done in a timely and diligent manner (risk, investment, health, groups, etc. – new business, redemptions, queries, etc.) Interact with advisors and product providers to ensure a constant flow of communication and improvement of service levels to clients Administer and maintain group risk, medical schemes, provident funds, retirement annuities Employee benefits administration, servicing, queries, etc. – group risk, provident fund, medical aid, individual's RA's Assist clients and employee groups with updates, requests, queries and complaints Organise and set up year-end employer medical aid revisions, wellness days, etc. Assist with drawing up client electronic greeting cards, holiday messages, birthday greeting, etc (sales and marketing) Maintain commission tracking and take up queries when necessary Diary management Office management Resolve queries when they arise Recommend enhancements to office procedures in the interest of the client and brokerage R200 000.00 per annum (cost to company) - negotiable
Apply Now
Facebook
WhatsappRelated Jobs
Client Administrator - Umhlanga Rocks
...
Personal Assistant Management Westville - Westville
Yates Recruitment
...
Personal Assistant (Investment Management) - Westville
Yates Recruitment
...
CLIENT ADMINISTRATOR - Cape Town City Centre
Dante Group Pty Ltd
...
Client Administrator | Cape Town - South Africa
...