Administrator (Codes & Contracts) Financial Services

2 weeks ago


Bellville, Western Cape, South Africa PSG Wealth Financial Planning Full time

Job description:


PSG Konsult is a leading, financial services company seeking to employ a Codes Administrator with strong administration skills who will be responsible for obtaining and managing all broker codes.

The Codes Administrator is accountable for finalising the broker codes end-to-end.

Responsibilities:

  • Maintain and update records
  • Open, change and close bank accounts
  • Resolve Broker queries
  • Council of Medical Schemes (CMS) renewals for Financial Service Providers (FSP)
  • Act as liaison between Providers and Brokers
  • Manage the process of transferring clients between brokers

Minimum requirements:

  • Grade 12 / NQF4 qualification
  • 2 years' relevant strong administration work experience within the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)

Competencies required:

  • Communication skills
  • Client services skills
  • Detail orientated
  • Planning and organising skills
  • Problem solving skills
Application Deadline: 2023/02/17

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