Client Administrator
The Talent Experts · Bellville, Western Cape
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Client Administrator
Bellville, Cape Town
Market related
Client administration is not just paperwork. It is what keeps financial planning cases moving.
Is this you?
Detail is where you do your best work, particularly when several cases, deadlines and stakeholders need your attention. You communicate clearly, take ownership of follow-ups and remain composed while directing queries to the right people.
What you'll be doing (and why you'll enjoy it)
Keeping client administration moving, you will reconcile investment accounts between the CRM system and external providers, create client records and allocate members, cases and tasks to financial planning colleagues. You will capture death claims and minor beneficiary information, manage assigned cases and the central mailbox, escalate correspondence and assist with benefit statement requests and retirement benefit counselling queries.
Where you'll be doing it
Within a financial services environment in Bellville, administration connects clients, Financial Planning Associates, Advisors and external providers. The work centres on accurate records, responsive query management and an effective workflow across investment and retirement benefit matters. You'll be fully office based so best if you are living in the north.
What you'll need
Matric and at least 2 years of administration experience will provide the foundation for this role. Your evidence should show strong attention to detail, effective written and verbal communication, confidence handling telephone queries and the ability to deliver accurate work against deadlines. Experience working with a CRM system will be valuable for the daily responsibilities. You need to be fluent in English and Afrikaans and have your own reliable transport.
What you'll get
The real value lies in broad exposure to financial planning administration, from account reconciliations and case allocation to claims, beneficiaries and retirement benefit queries. You will build practical CRM expertise while working across several stakeholders and client service processes.
How to apply
For a confidential discussion please contact Claudette Du Preez on LinkedIn, (021) 035 1433 or send your CV to c.dupreez[at]thetalentexperts.co.za - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.