Client Support Administrator - Medical aid (FTC)

Introduction

We are recruiting on behalf of one of our clients for an experienced Client Support Administrator to join their Financial Planning team.

This opportunity is ideal for an administrator who has worked within the Medical aid, Investments and Long-Term Insurance industry industry and understands the fast-paced nature of supporting Financial Advisors and managing client instructions.

IMPORTANT: Applications will only be considered from candidates with a minimum of three (3) years' experience in the Medical aid, Investments and Long-Term Insurance industry. Candidates without this experience will unfortunately not be shortlisted.

12-Month Fixed-Term Contract | Full-Time | Office-Based (5 Days per Week)

Duties & Responsibilities

About the Role

As the Client Support Administrator, you will provide comprehensive administrative support to Financial Advisors, ensuring client instructions are processed accurately, efficiently, and in accordance with regulatory requirements. You will manage investment and life insurance administration while delivering exceptional client service and maintaining the highest standards of compliance.

Key Responsibilities

• Process and manage client instructions relating to medical aid, investment and life insurance products.

• Maintain accurate client records and documentation.

• Liaise with clients, advisors, and product providers.

• Prepare and submit compliance documentation.

• Monitor and track client cases through to completion.

• Deliver exceptional client service and respond to client queries within agreed turnaround times.

• Ensure compliance with FICA, POPIA, and company procedures.

• Maintain accurate records using CRM systems and Microsoft Office.

Minimum Requirements

Non-Negotiable Requirements

• Minimum of 2 years' experience in the Medical aid, Investments and Long-Term Insurance industry.

• Demonstrated experience supporting Financial Advisors.

• Hands-on experience administering investment and life insurance products.

• Matric.

• Relevant qualification in Administration or Finance (advantageous).

• Experience using CRM systems.

• Strong Microsoft Office skills.

• Sound knowledge of FICA and POPIA compliance.

• Excellent organisational skills with exceptional attention to detail.

• Strong written and verbal communication skills.

We Are Looking For Someone Who Is

• Highly organised and detail-oriented.

• Able to manage multiple priorities in a fast-paced environment.

• Proactive, reliable, and self-motivated.

• Passionate about delivering outstanding client service.

• A collaborative team player with a positive attitude.

Package & Remuneration

Market-related