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Administrator - Financial Services

Reference PE002444/LS
Location Eastern Cape, Port Elizabeth
Salary Interval Monthly
Package None-negotiable
Description Our client, a leader in the Financial Services Sector, based in Walmer, Port Elizabeth; is seeking to appoint an experienced Administrator to their team.

Minimum of 4 years extensive administrative experience secures.


A wonderful career opportunity awaits you.

Minimum requirements:
  • Relevant tertiary qualification advantageous.
  • Minimum of 4 years extensive administrative experience; preferably in the financial services space.
  • Good written and verbal communication skills.
  • Computer literate.
  • Must be able to work under pressure.
  • Attentive to detail.

Key Responsibilities:
  • Liaising with clients.
  • Data capturing.
  • Processing of new business (life products; local and offshore investments) queries, i.e., static changes; unpaid premiums; general policy queries, etc.
  • Request and prepare quotations.
  • Preparing meeting files, FICA, applications, etc.
  • Switches.
  • Redemptions.
  • Monitor income review options.
  • Monitor maturities.
  • Dictation/transcription typing.
  • Dealing with trading and issuing of offshore investments dealing with the opening of forex trading bank accounts.
 
Please consider your application unsuccessful if you do not receive a response withing 2 weeks of submitting your application.

This position has expired

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