Investment Administrator

Pietermaritzburg, KwaZulu-Natal, South Africa

Our client in the financial services industry is looking for a junior administrative assistant to join their team.
Key Responsibilities:

Answering telephone calls and dealing with clients during meetings in a polite friendly manner
Processing all aspects of client administration accurately and timeously
Assisting with the preparation of new business paperwork and quotations
Submission of new business applications accurately and within stipulated time frames
Liaising with product providers, working on their website and submitting queries online
Preparation of annual reviews within the required month accurately and in line with compliance
Processing of claims (risk assurance, medical aid and GAP Cover)
Ensure all documents meet compliance standards

Requirements

1 - 2 years' experience in the financial planning industry in an administrative role
Solid understanding of the financial planning industry (life cover, investments and medical aid)
Professional and friendly manner
Adaptability and client service skills
Excellent written and verbal communication skills
Strong attention to detail, organizational, teamwork and time management skills
Computer proficiency (Outlook, Excel, Word, PowerPoint etc)

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