Financial Services Administrator

Overview:

The purpose of this position is to tend to the administration of the financial planning services provided by the company.  The company is well-established, and focuses on providing advice that will assist clients in reaching their financial goals. Their aim is to be a firm that focuses on making a difference in its clients' lives.

Minimum requirements: 

• Senior Certificate - High School Matric (Grade 12)
• Valid SA Driver’s License
• Own Reliable Vehicle (essential)
• Experience within Financial Services Industry (highly advantageous)
• RE5 certificate (highly advantageous)

Responsibilities / Duties:

• Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
• Responsible for drafting and submitting investment and life assurance application forms,
• Assist clients with the signing of forms,
• Become knowledgeable about the financial assets and products that our clients utilise,
• Responsible for drafting of documents that capture the financial plans and proposals,
• Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
• Must show good initiative and be willing to do necessary research for better understanding where necessary,
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills,
• Must timeously tend to all client queries
• Must be proficient in Microsoft Word and Office and other related software.
• Answer phone calls when receptionist unavailable.
• Be courteous with all clients and try to develop a good relationship with clients.
• Photocopying, printing & binding of documents, when required,
• Filing & scanning, when required,
• Send quarterly reports, when required,
• Send clients’ tax certificates, when required.
• Doing errands minimum of once a week (groceries, document delivery etc.)