Administrator - Investments and Financial Planning

2 weeks ago

Florida, South Africa GCI Wealth Full time

A Financial Service Provider in Florida Gauteng, is currently looking for an experienced and qualified Administrator, who will assist Wealth Managers with the presales administration process, the product implementation administration process, and the post administration process.

This involves working with various insurance companies, clients and Wealth Managers.

The post involves:

- Data Capturing
- Liaison with clients and providers
- Communication with the client and Wealth Manager.
- Communication with provider and brokers

The succesfull applicant must have knowledge of:
**Financial Services Regulatory and Legislative Requirements** - FAIS, FICA, POPI, TCF.

**Financial Services Products**:

- Investment products, long-term insurance products services.

**Client and Service focused** — Knowledge of principles and processes for providing client services.

**Technology and Software** - Microsoft Office: Word, Excel, PowerPoint, and Outlook.

**Salary**: R15,000.00 - R23,000.00 per month

Ability to commute/relocate:

- Florida, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (preferred)

**Experience**:

- Long Term Insurance Administration: 5 years (required)

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