Administrator

Minimum requirements :

• Matric
• RE5 / RE1
• NQF 5 / NQF 6 in financial services industry
• Minimum 3 year within a Financial Services Provider
• Client onboarding
• Information retrieval and processing, Data Entry and
• Record-Keeping
• Regulatory Compliance
• Risk Rating
• Verification
• Client file compilation
• Continuous client management, meeting coordination, diary management
• General administrative support to Financial Advisors and Executives
• Filing of documents
• File compilations
• New Business Submissions
• Claims : Short-term Insurance claims, Long-term Insurance claims
• Death Claims : Long-term Insurance and Investment Withdrawals of Investment products : Full, partial, two-pot withdrawals
• Transfers : Section 14 Transfers, Section 37 Transfers, Investment Transfers
• Drafting and maintaining reports
• Drafting and maintaining registers : New Business,
• Prospective Clients, Reversals, Not Proceeded
• Beneficial Experiences :
• Short-term Insurance / Long-term Insurance / Investments
• Business Assurance- Exposure to Buy and Sell Agreements
• Exposure to Wills, Testaments and Estates
• Beneficial Technical Experiences :
• CommSpace
• Iress- XPlan
• Astute
• Ninety One Investment Platform
• Liberty Blueprint
• Discovery Advisor360 / Discovery DIT
• PPS PRO-Fit
• Momentum Via
• Hollard Lifezone

Consultant : Vonne Scholtz - Dante Personnel Pretoria Silver Lakes