Administrator
Dante Personnel Pretoria R 15/month
Minimum requirements:
- Matric
- RE5 / RE1
- NQF 5 / NQF 6 in financial services industry
- Minimum 3 year within a Financial Services Provider
- Experience in Life Insurance and Investment (LISP) highly advantageous
- 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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