Divisional Administrator

3 weeks ago

Johannesburg, South Africa Morebo Full time

**Purpose of the Job**:
To work collaboratively with Advisors/Consultants, services providers such as Liberty, Stanlib, Discovery and stakeholders across the wider business to support the efficient processing, investigation, and management of new/existing and potential business. The Divisional Administrator will work as an integral member of the team and provide administrative support to enable the Advisory/Consultancy team to manage the workflow, follow-ups, logging and maintaining accurate data in the Customer Management System (CRM) to ensure a proactive and seamless customer service.

**Duties and Accountabilities**:

- To contribute to the efficient and holistic operations of the Division by supporting the Advisors/Consultants within allocated portfolio to achieve their financial goals and targets.
- When required, manage, and organise appointment calendar and schedule client meetings/appointments for the Advisors/Consultants.
- Process new business/servicing transaction requests allocated on Elite Wealth within turnaround times at the same time adhering to processing requirements, compliance and controls imposed.
- Ensure that all supporting case documentation is scanned to Elite Wealth upon receipt of new business/servicing case.
- Provide compliance support to the Advisors/Consultants, including maintaining client engagement records with regards to all compliance requirements.
- Maintain client records on the Customer Management System (CRM) and ensure that records are accurately updated at all times. Retain documentation for a period as required by the legislation.
- Build and maintain relationships with all internal and external stakeholders.
- Ensure an exceptional customer experience for all our internal and external by swiftly and accurately responding to and resolving all requests and queries within set-turnaround times. When necessary, escalate complaints to the Line Manager and ensure all relevant parties are informed of the resolution.
- Communicate effectively across Divisions/Units and service providers to ensure the delivery of outstanding information and/or feedback.
- Contribute to the continuous improvement process by identifying and suggesting improvements to new and existing procedures / systems.
- Proactively anticipate issues/problems and exhibit a high sense of urgency in working towards solutions.
- Attend product, technical, systems and other prescribed training as arranged from time to time.
- Stay up to date with relevant product, technical and systems knowledge.
- Take ownership for driving own career development.
- Perform any other duties as may reasonably be required by management.

**Key Requirements**:
**QUALIFICATIONS AND EXPERIENCE**:

- Matric or equivalent of Senior certification
- Industry specific NQF 5 tertiary qualification
- Diploma or Degree will be advantageous
- 2 - 3 years’ administration experience in the Life Insurance and/or Investment Industry

**SKILLS AND COMPETENCIES**:

- Strong written and verbal communication skills
- Organized and detail oriented
- Ability to multi-task, manage time effectively, and work unsupervised
- Ability to maintain absolute confidentiality in dealing with client matters
- Strong problem solving and analytical skills
- Computer savvy with experience using Word, PowerPoint, Excel, Outlook and Elite Wealth

**MANDATORY**:

- Clear criminal and ITC records.

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