Financial Services Professional

1 week ago


Centurion, Gauteng, South Africa Flink Recruitment Full time
Job Description

We are seeking a highly skilled Financial Services Professional to join our team in Centurion, Gauteng.

Key Responsibilities:
  • Generate and manage client investment statements with precision.
  • Provide prompt and professional after-sales service, addressing inquiries effectively.
  • Process withdrawals, death claims, and maturities with attention to detail, compassion, and regulatory compliance.
  • Handle servicing forms accurately and liaise with Financial Advisors and clients for any clarifications.
Requirements:
  • Relevant experience in processing investment-related forms.
  • Minimum 2 years of administration or client servicing experience in the financial insurance industry.
  • Familiarity with investment-related processes and forms will be beneficial.
Attributes and Skills:
  • Strong communication and organizational skills.
  • Attention to detail and data protection awareness.
  • Empathy for handling sensitive client matters.
  • Problem-solving and adaptability in dynamic situations.
Benefits

We offer a competitive salary of R25,000 per month plus possible incentives. Our benefits include a company laptop, employee benefits based on eligibility, and a working environment that prioritizes work-life balance.



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