Financial Services Co-ordinator

1 month ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

At Rory Mackie & Associates, we are seeking a highly skilled and organized Financial Services Co-ordinator to join our team. The successful candidate will be responsible for managing incoming calls, calendars, and appointments for our financial advisors.

Key Responsibilities:

  • Manage all client queries and process client-related deliverables to completion.
  • Ensure accuracy and timeliness in all client information and documents.
  • Keep track of outstanding client deliverables and ensure timely completion.
  • Assist with medical aid claims, gap claims, life cover claims, and short-term insurance claims.

Requirements:

  • Matric or higher
  • Fluent in both English and Afrikaans
  • Understanding of administrative functions for the full financial planning spectrum
  • A minimum of 5 years' experience in a financial planning practice

Characteristics:

  • Process-focused, analytically inclined, and able to work well with people
  • Self-motivated, driven, and a team-player
  • Ability to interact with clients, staff, and stakeholders with a high level of competency

Technology and Systems:

  • Proficient with MS Office Suite
  • Service provider system knowledge beneficial
  • Experience within a holistic financial planning environment required


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