Financial Services Operations Specialist
7 days ago
This is a permanent position with a 3-month probation period. The salary is R25,000 per month plus possible incentives.
Job DescriptionWe are seeking an experienced administrator to join our team in Gauteng, Centurion. The successful candidate will be responsible for generating and managing client investment statements, providing prompt and professional after-sales service, and processing withdrawals, death claims, and maturities.
- Efficiently process servicing forms and liaise with Financial Advisors and clients for any clarifications.
- Update and maintain client information securely, ensuring data accuracy.
- Act as the first point of contact for client and Financial Advisor inquiries, ensuring timely resolutions.
The ideal candidate will have relevant experience in processing investment-related forms and a minimum of 2 years of administration or client servicing experience in the financial insurance industry.
Required Skills and QualificationsThe successful candidate will possess strong communication and organizational skills, attention to detail, and data protection awareness. Familiarity with investment-related processes and forms will be beneficial. Knowledge of CRM systems and financial services regulations is desirable but not required.
BenefitsWe offer a competitive salary package, including a company laptop and employee benefits based on eligibility. Working hours are Monday-Friday, 8:00 am-4:00 pm, with availability for urgent client matters outside these hours.
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