Financial Services Administrator
7 days ago
Job Description:
Your role at HR Genie will involve servicing clients by assimilating investment values, compiling retirement planning proposals, and tracking payments into corporate saver accounts.
Main Responsibilities:
- Servicing of Clients
- Assimilate investment/fund values and statistics;
- Compile and prepare retirement planning and client review documentation;
- Make payments on behalf of clients;
- Track payments into the corporate saver account and forward payments to investment companies;
- Attend to client complaints and enquiries;
- Ensure that the principles of TCF are applied in all interaction with clients.
- Processing New Business
- Implement client instructions regarding investments and insurance policies;
- Obtain outstanding documentation and requirements;
- Arrange for medicals and confirm implementation with service providers;
- Provide written communication to clients regarding instruction implementation;
- Follow up on outstanding client business and consult with the Wealth Planner;
- Correct and timeous completion of Fee Forms and internal documentation;
- Prepare a comprehensive handover file for the Wealth Manager.
- General Administration
- Maintain compliance with FICA & FAIS legislation;
- Schedule meetings for the Wealth Planner and manage diaries;
- Record client interactions and update records according to company policies;
- Maintain client records and database both electronically and in hard copies;
- Perform binding duties;
- Arrange for postage/courier services;
- Relieve administrative colleagues as needed.
Required Skills and Qualifications:
Your formal education should include matriculation and relevant tertiary qualifications would be advantageous. You should have experience in the financial services industry and excellent knowledge of English, Afrikaans (read, write, speak).
Benefits:
This role offers various benefits including career development opportunities and a chance to work with a reputable company in the financial services industry.
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