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AdministratorDante Personnel • Pretoria, South Africa
Administrator

Administrator

Dante Personnel • Pretoria, South Africa
30+ days ago
Job description

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

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Administrator • Pretoria, South Africa