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    Financial Services Administrator - East London, South Africa - Abantu Staffing Solutions

    Abantu Staffing Solutions
    Abantu Staffing Solutions East London, South Africa

    10 hours ago

    Abantu Staffing Solutions background
    Full time
    Description

    Overview:

    The purpose of this position is to tend to the administration of the financial planning services provided by the company. The company is well-established, and focuses on providing advice that will assist clients in reaching their financial goals. Their aim is to be a firm that focuses on making a difference in its clients' lives.

    Minimum requirements:

    • Senior Certificate - High School Matric (Grade 12)
    • Valid SA Driver's License
    • Own Reliable Vehicle (essential)
    • Experience within Financial Services Industry (highly advantageous)
    • RE5 certificate (highly advantageous)

    Responsibilities / Duties:

    • Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
    • Responsible for drafting and submitting investment and life assurance application forms,
    • Assist clients with the signing of forms,
    • Become knowledgeable about the financial assets and products that our clients utilise,
    • Responsible for drafting of documents that capture the financial plans and proposals,
    • Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
    • Must show good initiative and be willing to do necessary research for better understanding where necessary,
    • Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills,
    • Must timeously tend to all client queries
    • Must be proficient in Microsoft Word and Office and other related software.
    • Answer phone calls when receptionist unavailable.
    • Be courteous with all clients and try to develop a good relationship with clients.
    • Photocopying, printing & binding of documents, when required,
    • Filing & scanning, when required,
    • Send quarterly reports, when required,
    • Send clients' tax certificates, when required.
    • Doing errands minimum of once a week (groceries, document delivery etc.)
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