Our Client in the Financial Services Industry is seeking to employ a Client Administrator to their team based in Bellville Cape Town.

Requirements:

• Matric (Grade 12).
• Minimum of 2 years of administration experience.
• Proficiency in CRM systems and Microsoft Office Suite.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Attention to detail and accuracy in administrative tasks.
• Ability to work under pressure and meet deadlines.

Responsibilities, but not limited to:

• Reconcile investment accounts between CRM and product providers.
• Create new client profiles on the CRM system.
• Allocate members, cases, and tasks to Financial Planning Associates and Advisors.
• Capture monthly death claims and minor beneficiary information.
• Manage assigned Financial Planning Associates’ cases effectively.
• Manage the central mailbox and escalate correspondence to the appropriate parties.
• Assist with benefit statement requests on relevant platforms.
• Handle all matters related to the Retirement Benefit Counselling mailbox.
• Field telephone calls and handle general administrative queries.
• Assist with arranging refreshments and meeting requirements.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.