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Client Administrator

Client Administrator

SHARON NUROCK RECRUITMENT CCUmhlanga, South Africa
30+ days ago
Salary
ZAR 200,000.00 yearly
Job description

SUMMARY :

This long-established Financial Planning Brokerage requires an astute and experienced Administrator to provide support to the busy team. Flexible working hours are an option.

POSITION INFO : Requirements :

  • Matric minimum.
  • Qualification in Financial Services – advantage.
  • Previous experience in a Financial Services environment.
    • Competencies :
  • Personable.
  • Good communication skills, verbal and written.
  • High attention to detail.
  • Multitasker.
  • Supportive.
  • Quick off the mark.

Responsibilities :

  • Client administration as well as communication and follow up regarding all areas of responsibility
  • Develop, maintain and enhance relationships with key provider personnel, advisors and clients
  • Collect and collate client information data from / for various providers as well as any further information that may be required
  • Draw up and / or check final documentation required (compliance, new business, offshore, etc.)
  • Ensure servicing of all clients (existing and new) requests and needs are done in a timely and diligent manner (risk, investment, health, groups, etc. – new business, redemptions, queries, etc.)
  • Interact with advisors and product providers to ensure a constant flow of communication and improvement of service levels to clients
  • Administer and maintain group risk, medical schemes, provident funds, retirement annuities
  • Employee benefits administration, servicing, queries, etc. – group risk, provident fund, medical aid, individual’s RA’s
  • Assist clients and employee groups with updates, requests, queries and complaints
  • Organise and set up year-end employer medical aid revisions, wellness days, etc.
  • Assist with drawing up client electronic greeting cards, holiday messages, birthday greeting, etc (sales and marketing)
  • Maintain commission tracking and take up queries when necessary
  • Diary management
  • Office management
  • Resolve queries when they arise
  • Recommend enhancements to office procedures in the interest of the client and brokerage