Financial Services Administrator

2 weeks ago

East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time

Overview:


The purpose of this position is to tend to the administration of the financial planning services provided by the company.

The company is well-established, and focuses on providing advice that will assist clients in reaching their financial goals. Their aim is to be a firm that focuses on making a difference in its clients' lives.

Minimum requirements:

  • Senior Certificate
  • High School Matric (Grade 12)
  • Valid SA Driver's License
  • Own Reliable Vehicle (essential)
  • Experience within Financial Services Industry (highly advantageous)
  • RE5 certificate (highly advantageous)

Responsibilities / Duties:

  • Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
  • Assist clients with the signing of forms,
  • Become knowledgeable about the financial assets and products that our clients utilise,
  • Responsible for drafting of documents that capture the financial plans and proposals,
  • Responsible for the upkeep of client financial product portfolio summaries drafting, updating, and presenting at regular reviews,
  • Must show good initiative and be willing to do necessary research for better understanding where necessary,
  • Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills,
  • Must timeously tend to all client queries
  • Must be proficient in Microsoft Word and Office and other related software.
  • Answer phone calls when receptionist unavailable.
  • Be courteous with all clients and try to develop a good relationship with clients.
  • Photocopying, printing & binding of documents, when required,
  • Filing & scanning, when required,
  • Send quarterly reports, when required,
  • Send clients' tax certificates, when required.
  • Doing errands minimum of once a week (groceries, document delivery etc.)

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