Short Term Administrator

2 weeks ago

Durbanville, South Africa Insphired Recruitment Solutions Full time

**Role and Responsibilities**
- Assist brokers in obtaining quotes when necessary
- Assure that quotations are accurate, that client information provided by the broker and/or client is accurate, and that the client information is loaded into the necessary systems
- Ensure that feedback is provided to all parties. (i.e., client and brokers are informed of the status of the request)
- Maintain responsibility for all client requests received as the primary responsible person to ensure that they are handled professionally and in accordance with the SLA.
- Ensure that the client data meets the requirements of FICA
- Maintain all correspondence on and in accordance with prescribed systems and/or procedures
- Provide compliance assistance to brokers
- The creation and update of client records should be focused on high quality and quantity of data
- Maintain a continuously updated 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
- Remind financial advisers to review and renew their contracts on a monthly basis
- Capture annual customer review dates to assist brokers in reviewing the customer base
- Provide reminders to brokers regarding 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 daily and that feedback is documented
- Ensure that all fields are filled out and that all information is true and accurate 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)
- Make sure that clients (advisers) receive high-quality service
- The adviser should be treated as a client
- Achieve alignment between adviser expectations and the Memorandum of Understanding (Annexure A) and selected service model in accordance with the Advisor Agreement.
- Initiate and execute the referral process in the SFP Centre of Excellence (COE)
- Your relationship with all financial advisers must be professional
- Make sure there is a referral agreement in place
- Ensure that the referral form is completed with all the relevant information and signed by the appropriate individual
- WorkPool workflow to be followed
- Referrals should be forwarded to SSS for signature
- Referral actions must be linked to the appropriate task
- Follow-up on the completion of the referral by the SSS in accordance with the SLA
- Complete the task within the SLA by obtaining confirmation from SSS and linking it to the correct task

**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 (required)

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