Life Investments Administrator

5 months ago


Durbanville, South Africa Insphired Recruitment Solutions Full time

Our client in the **Financial and** **Insurance Industry** is currently recruiting for a _**Short-Term Administrator**_ to support the smooth running of offices by carrying out clerical tasks and projects.

**Role and Responsibilities**
- Provide assistance to brokers in obtaining the quotes they require
- Ensure quotes are accurate and agree with client information provided by the broker and/or the client. Load client information into the necessary systems.
- Ensure that all parties receive the necessary feedback. (i.e. client and brokers on the status of the request)
- As the primary responsible person, maintain accountability for all client requests received to ensure that SLAs are met in a professional manner.
- Ensure that client data meets the requirements of FICA
- Maintain all correspondence on and in accordance with prescribed systems and/or procedures
- Provide assistance to brokers in meeting compliance requirements
- Ensure that client records are created and updated with a focus on data quality and quantity
- Maintain a continuous update of the client database
- Send daily birthday reminders to clients and SMS messages when necessary
- Follow up with the broker regarding outstanding client information or compliance requirements
- Review/renewal reminders should be sent to financial advisers on a monthly basis
- Identify review dates in order to assist brokers in reviewing customer bases on an annual basis
- Ensure that brokers are reminded of upcoming reviews and renewals.
- Ensure that all processes are executed on WorkPool and completed within the specified timeframe
- Ensure that all follow-up tasks are completed on a daily basis and that feedback is documented
- Ensure that all fields are filled out and that all information is true and accurate in order to enable the compilation of reports
- Ensure that all tasks are completed on time or within the service level agreement
- Make sure Workpool is checked daily and that any compliance issues are addressed
- Communicate weekly with brokers regarding tasks that are pending (in progress)
- Ensure that the clients' (advisers') experience with regard to service is satisfactory
- Ensure that advisers are treated as clients
- Manage adviser expectations in accordance with the Memorandum of Understanding (Annexure A) and selected service model in accordance with the Adviser Agreement

**Qualifications and Education Requirements**
- RE5 - WOULD BE GREAT
- 1-2 years’ relevant Healthcare Administration work experience
- Strong administrative skills
- Systems, policy, and industry knowledge
- Proficient in both spoken and written English, and Afrikaans
- Computer literacy (MS Office)

**Salary**: R15,000.00 - R20,000.00 per month

Ability to commute/relocate:

- Durbanville, Western Cape: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Administrative office procedures, practices and equipment: 3 years (preferred)



  • Durbanville, South Africa Your HR Outsourced Full time

    This role is to assist the Wealth Planners with any administration duties, with the primary focus on investments and retirement funds. **Responsibilities** - All round support to Wealth Planners - Calendar management - First line of query management and support - Submit new business forms - Debit orders follow-up - Claims process and follow-up - Ensure that...


  • Durbanville, South Africa Featherway Recruiting Full time

    JNR Wealth Management Administrator (Investments on and Offshore) Graduates Welcome We are looking to expand the administrative support function by welcoming a new JNR Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a...


  • Durbanville, South Africa Featherway Recruiting Full time

    We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

  • Village Manager

    4 weeks ago


    Durbanville, South Africa Oasis Life Full time

    **Job Title**:Village Manager **Location**: Durbanville **Position Overview**: We are seeking a dedicated and experienced Village Manager to oversee the operations and maintenance of our retirement village. The Village Manager will ensure that the community is well-maintained, secure, and provides a high quality of life for all residents. This role...


  • Durbanville, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 2 days ago- **Location**: Durbanville, Western Cape- **Job Title**: Maintenance Administrator- **Salary**: R20,000- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 1 - 3 Years**Maintenance Administrator required in Durbanville, Cape Town.**: A renowned national Wealth and...

  • Administrative Manager

    6 months ago


    Durbanville, South Africa INTERCONNECT SYSTEMS Full time

    **SUMMARY OF POSITION** The Administrative Manager is responsible for overseeing the daily administrative operations of the organization, including managing office facilities, supervising support staff, and coordinating administrative procedures. The Administrative Manager will work closely with department heads to ensure that administrative processes will...


  • Durbanville, South Africa SFG Engineering Services Full time

    South Africa’s top investment group is looking for a Property Portfolio Administrator to join their team in Cape Town. **Job Requirements**: - NQF 4 or working towards completing your NQF 4 - At least 2 years of experience in a similar position within a Property / Real Estate Sector - Experience with Rentals - Experience with **PayProp, Red Rabbit,...


  • Durbanville, South Africa GVW Group, LLC Full time

    **Talent acquisition administrator** - Position at GVW Group (Pty) Ltd _supporting GVW_ Group, LLC and its affiliated companies_ **Who are we?** GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage,...

  • Senior Bookkeeper

    5 months ago


    Durbanville, South Africa Joubert & Associates Full time

    African Nurseries has an exciting opportunity for an experienced bookkeeper to join the team. The incumbent will report directly to the Managing Director, and will be responsible for the bookkeeping life-cycle, provision of administrative assistance in marketing and other administrative functions. **Responsibilities**: - Bookkeeping life-cycle (up to...

  • Senior Bookkeeper

    5 months ago


    Durbanville, South Africa Joubert & Associates Full time

    African Nurseries has an exciting opportunity for an experienced bookkeeper to join the team. The incumbent will report directly to the Managing Director, and will be responsible for the bookkeeping life-cycle, provision of administrative assistance in marketing and other administrative functions. **Responsibilities**: - Bookkeeping life-cycle (up to trial...


  • Durbanville, South Africa Naturesmart Foods (Pty) Ltd Full time

    **Main Key Performance Areas**: - Front office administration - Executive Assistance - General office travel arrangement, stationary and IT administration - Corporate branding and Merchandise Administration - Finance Administration - Packages/ Deliveries **What qualifications and experience do you need?** - Grade 12 - Diploma or Bachelor’s degree in...


  • Durbanville, South Africa GVW Group, LLC Full time

    **Legal and Contract Compliance Assistant** - Position at GVW Group (Pty) Ltd _supporting GVW_ Group, LLC and its affiliated companies_ **Who are we?** GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early...

  • Client Service Officer

    5 months ago


    Durbanville, South Africa Your HR Outsourced Full time

    **Responsibilities**: - Assist new clients with their onboarding process - Maintain Client Service Administration required by compliance (record keeping and filing) - Assist the Client Service and Operations department with client queries - Structure reports to improve client services and report on client progress - Assist with ad hoc requests across both...


  • Durbanville, South Africa Air Liquide Full time

    **How will you CONTRIBUTE and GROW?**: We are looking for a vibrant, and energetic professional with a can-do attitude and a passion for making a difference in the lives of patients living with Type 1 Diabetes. You will work as part of the Customer Tech Support Team, assisting patients with in-depth and complex troubleshooting and complaint...


  • Durbanville, South Africa Vine Full time

    Our client, a web design agency in the Northern Suburbs, who was crowned on of the most innovative web design agencies in the Western Cape, is in need of a General Manager to join their small but dynamic team. The main aim of this position is to lighten the load of the Owner. **Technical & Creative Project management** Website, corporate identity and...


  • Durbanville, South Africa Southern Shore Recruitment Agency Full time

    Join a dynamic web design agency in the Western Cape. My client is looking for a strong leader to take over the running of the daily operation of the business from the owner. **DUTIES AND RESPONSIBILITIES** **A. Technical & Creative Project management** - Website, corporate identity, and photography projects - Managing promotional gifts and apparel shop -...


  • Durbanville, South Africa Southern Shore Recruitment Agency Full time

    Join a dynamic web design agency in the Western Cape. My client is looking for a strong leader to take over the running of the daily operation of the business from the owner. **Applications Process**: **DUTIES AND RESPONSIBILITIES** **A. Technical & Creative Project management** - Website, corporate identity, and photography projects - Managing promotional...

  • Copywriter

    6 months ago


    Durbanville, South Africa ZaPOP Full time

    **Copywriter** At ZaPOP, our culture is driven by intelligence, integrity, and energy. Inspiring meaningful connections through creative strategy, design, digital and print media is our forte. We are a dynamic team of rebels and explorers on the lookout for a new Studio Administrator to join us on our mission to help brands stand out where it...

  • Software Engineer

    4 days ago


    Durbanville, South Africa Xneelo Full time

    Our backend software engineers make sure that when a customer hits a button in a Web application, magic happens on hosting infrastructure in a data centre somewhere in the world. A large scale, mass-market hosting infrastructure is a complex beast requiring quality automation and processes to make sure it can scale and perform optimally, 24x7x365. Product...

  • Contract Specialist

    3 weeks ago


    Durbanville, South Africa GVW Group, LLC Full time

    **COMMERCIAL CONTRACT SPECIALIST** - Position at GVW Group (Pty) Ltd _supporting GVW_ Group, LLC and its affiliated companies_ **Who are we?** GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage,...