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New Business/ Clients Administrator

4 months ago

Cape Town, Western Cape, South Africa StaffCentral Consulting Full time

Job Duties/Responsibilities will include:

Do administration with regard to new and existing business
The preparation, summary and administration of quotations
Capturing of clients new / altered business details
Capturing of details on to business register
Ensure that FICA and FAIS documentation has been received
Follow up on outstanding matters
Assist with medical aid administration for individual clients and corporate clients
Ensure data integrity in order to maintain correct information at all times
Handle queries timeously and effectively
Ensure that new clients information are updated on the system and existing clients changes are captured
Assist broker with instructions received and ensure that broker is kept up to date with progress
Organizing of relevant training with product providers

Matric with - 3 years' experience
Current / previous work experience at a financial advisory company will be advantageous
Must be methodical and well organize
Must be willing to work in a team
Highly computer literate
Excellent communication skills - both verbal and written - fully bilingual
Ability to work under pressure - confident personality