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Administrative Finance Specialist

2 weeks ago

Bloemfontein, Orange Free State, South Africa Santam Full time

About the Role:

Santam is looking for an experienced Administrative Finance Specialist to join their team and provide essential support in financial services administration.

Main Responsibilities:

  • Handling administrative tasks related to life insurance and investment products
  • Processing applications, claims, and policy updates efficiently
  • Managing client records, documentation, and compliance requirements
  • Liaising with Financial Advisors, clients, and service providers
  • Ensuring accuracy in data capturing and reporting
  • Providing excellent client service and support

Key Requirements:

  • Minimum 3 years of experience in an administrative role within the life insurance and investment industry
  • Strong understanding of financial products, policies, and procedures
  • Excellent organizational and time-management abilities
  • Strong attention to detail and accuracy
  • Proficient in Microsoft Office (Excel, Word, Outlook)
  • Good communication and interpersonal skills
  • Ability to work independently and as part of a team