Senior Administrator

3 days ago


Stellenbosch, South Africa Exceed Human Resource Consultants Full time

Reference: 10819 CM Consultant: Christa Mostert Job Description: Gather Policy information Compile a summary of information Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange appointments between Wealth Adviser and Clients Prepare investment review appointments Maintain CRM system Process client queries and instructions Prepare and distribute monthly/quarterly statements Manage Administrative Documentation (detailed records) Build and maintain good working relationships Record details of transactions Maintain Service Level agreement deadlines Manage policy renewals Ensure FAIS Compliance Qualifications: Tertiary Qualification 5 Years relevant Experience Strong administrative skills Proficient in both spoken and written English and at least one other of the official South African languages Computer literacy (MS Office) How to Apply: Email your comprehensive CV to If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system. We reserve the right to only conduct interviews with candidates of choice. Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful. #J-18808-Ljbffr



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