Administrator
Job Description
Exciting Opportunity: Join a Dynamic Financial Team as an Administrator!
A leading investment-focused financial planning firm is seeking a skilled and motivated Administrator to join their high-performing team. This is an exciting opportunity for a detail-oriented professional to contribute to a thriving business, supporting wealth management processes in a fast-paced, client-focused environment.
Position Overview
Role: Administrator
Location: Durban
Terms: Permanent employment
Work Hours: Full-time, 08:0016:30, office-based
Key Responsibilities The Administrator will play a vital role in ensuring seamless operations, including:
Preparing compliance documentation for audits and records.
Compiling policy schedules and investment reports for advisor meetings.
Organizing meeting files for in-person engagements.
Resolving administrative tasks via phone and online platforms, collaborating with service providers and team members.
Addressing queries and providing detailed feedback to the administration manager.
Supporting general administrative tasks to maintain operational efficiency.
Required Qualifications and Skills
Matric certificate.
Minimum of 3 years experience in the financial services or investments industry, ideally with a CAT I Financial Services Provider (FSP).
Knowledge of the Financial Services Industry, including FAIS.
MNCJobs.co.za will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD1484109
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationDurban, KwaZulu-Natal, South Africa
-
EducationNot mentioned