Job Title: Financial Administrator
Company:Manpower
Job description: Job Summary MAIN DUTIES & RESPONSIBILITIES:
- Communicating with clients telephonically and electronically
- Compliance – FICA, FAIS & Due Diligence (data gathering and Beeswax)
- Data Capture –on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)
- Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) – for investments, risk, medical aid and Employee Benefits
- Processing instructions – redemptions, Section 14, 37 & 42 Transfers, Adhoc’s and switches for local and offshore investments for clients.
- Preparing client quotes and comparisons with the various Financial Service Providers
- Working with the paraplanner to prepare client proposals
- Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients
- General admin support
SKILLS AND EXPERIENCE REQUIRED:
- High School Senior Certificate
- Diploma – Desirable
- Previous administrative experience
- A minimum of 3- 5 years’ proven work experience within an insurance, investment or Asset Management environment – financial advisory company
- Strong verbal and written communication skills
- Good telephonic manner
- Ability to analyse and understand insurance policies
- Knowledge of industry’s professional terminology
- Systematic, consistent and structured approach to work
- Excellent attention to detail –takes pride in work
- Highly organised and efficient
- Ability to work well under pressure, multitask and prioritise effectively
- Strong administrative skills
- Proactive and uses initiative to ensure excellent service & performance is of a high standard
- Microsoft Excel & Word
- Microsoft Outlook
- Experience with Elite Wealth or other CRM system
- You need to understand each product i.e. risk cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities and Medical Aid, Employee Benefits
PLEASE NOTE THAT ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED.Manpower GroupRecruiter
Expected salary: R9000 – 10000 per month
Location: Western Cape
Job date: Mon, 25 Nov 2024 00:19:50 GMT
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