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Financial Services Administrator

1 week ago

Port Elizabeth, Eastern Cape, South Africa Stafflink Recruitment Solutions Full time
About the Role:

We are seeking a highly organized and skilled Financial Services Administrator to join our team. In this role, you will provide administrative support to our Financial Advisors, ensuring seamless delivery of client services.

You will be responsible for implementing client services experience, managing administrative processes and controls, and liaising with product providers.

Key tasks include collating client information, preparing documentation for engagement, and checking transition documentation to ensure accuracy.

This role also involves administration relating to client transfer and new business transactions, submission of intermediary appointment notes, and monitoring submissions to ensure successful client transfers.

As a key member of our team, you will have the opportunity to develop your skills and knowledge in the financial services industry.