Client Administrator
Headhunters · Cape Town, Western Cape
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Our client, a well-established company in the Financial Services industry, is seeking a professional and detail-oriented Client Administrator to join their team based in Cape Town (Northern Suburbs). Duties & Responsibilities
Requirements
- Matric or equivalent.
- 2 Years Administration experience.
- Must have attention to detail.
- Must have effective communication skills.
- The candidate must be deadline driven.
Responsibilities but not limited to
- Recon investment accounts between CRM and product providers.
- Creating new clients on CRM system.
- Allocating members, cases and tasks to Financial Planning Associates and Advisors.
- Capturing monthly death claims.
- Capturing monthly minor beneficiaries.
- Manage assigned Financial Planning Associates cases.
- Manage the central mailbox and escalate mails to appropriate parties.
- Assist with benefit statement requests on Everest.
- All matters related to Retirement Benefit Counselling mailbox.
- Fielding telephone calls.
- Assist with refreshment arrangements.
Please note: If you do not receive a response within 2 weeks of submitting your application, please consider your application unsuccessful. Package & Remuneration
Monthly