Administrator | Umhlanga
The Recruitment Council Durban
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.
- 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.
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