Administrator | Umhlanga

The primary purpose of this position is the proactive and efficient execution of administrative duties to support Financial Planners and ensure superior client service.

Key Responsibilities include:

• Application Processing: Completing, submitting, and tracking client applications for investments and risk products, including new business, switches, and redemptions.

• Client Servicing: Handling portfolio queries, obtaining tax certificates, and resolving client complaints timeously.

• Portfolio Management: Maintaining accurate client data on XPlan, preparing meeting files, and ensuring all documentation is saved correctly.

• Estate Administration: Assisting with the winding up of estates, preparing estate packs, and providing regular updates to beneficiaries.

• Office Support: Managing switchboard duties and providing reception cover as needed.

Requirements

• Experience: Broad knowledge of financial services and experience in Financial Planning is highly preferred.

• Knowledge: Understanding of the financial planning process and product provider policies.

• Technical Skills: Above-average computer literacy in MS Office (Word, Excel, Outlook) and proficiency in XPlan.

• Attributes: * Strong decision-making skills and the ability to work independently.

  • Resilient and tenacious with the ability to meet strict deadlines.

  • Excellent verbal and written communication skills.