Investment Administrator
2 weeks ago
Wealth Manager Administrators
Location: Cape Town Northern Suburbs
Start Date: ASAP
Senior administrative team lead
- Team management experience preferable
Remuneration:
- R 20 000 - R 28 000
General investment administrator
- Strong insurance and investment administration skills required.
Remuneration:
- R15 000 - R18 000
**Requirements**:
- 3 - 5> Years insurance and investments administration experience
- RE5 and industry related qualification required / preferable.
- Senior administrative team lead
- Team management experience preferable
- General investment administrator
- Strong insurance and investment administration skills required.
- Own reliable vehicle
- Fluent in English and Afrikaans
- Strong communication skills
- Resilience and 2years > spent per previous role.
- References will be requested.
KEY AREAS OF RESPONSIBILITY
- Clear understanding of investment and risk products
- Gather policy information.
- Research product information
- Submitting and processing of insurance and investment servicing:
- New business
- Transfers
- Withdrawals
- Fund changes
- Policy terminations
- Prepare and implement financial planning & investment proposals.
- Handle and solve client enquiries.
- Maintain Client Relationship Management system.
COMPETENCIES
- Must have a "can do" attitude, and willingness to work in a rapidly evolving environment.
- A self-starter with initiative who can drive projects to completion with mínimal guidance.
- Must also be able to work in a highly structured environment when required.
- Must accept and manage responsibilities.
- Excellent communication and interpersonal skills - an ability to work with a broad range of people.
- High levels of energy, drive, optimism, and creativity
- Sound knowledge of Microsoft Word, Excel, and Outlook
- Must always meet Seed's values of honesty and integrity.
- Should be able to always work under pressure environment with deadlines.
- Can handle multiple projects at the same time.
- 3-5 years of investment / financial planning environment experience is required.
- A successfully completed Regulatory Exam for Representatives (RE5) would be advantageous.
**Desired Skills**
- Administration
- Commutation
- Insurance
- Investments
- financial services
- financial service administration
- Problem Solving
- Client Liaison
- Financial Planning Administration
**Salary**: R15,000.00 - R28,000.00 per month
Application Question(s):
- Have you previously worked as an administrator in the Financial Services or Financial planning industry?
**Experience**:
- Investment Administration: 3 years (required)
- Financial Planning administration: 3 years (required)
**Language**:
- Fluent Afrikaans and English (required)
License/Certification:
- drivers license and reliable vehicle (required)
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