Administrator - Financial Services

• Relevant tertiary qualification advantageous.
• Minimum of 4 years extensive administrative experience; preferably in the financial services space.
• Good written and verbal communication skills.
• Computer literate.
• Must be able to work under pressure.
• Attentive to detail.

• Liaising with clients.
• Data capturing.
• Processing of new business (life products; local and offshore investments) queries, i.e., static changes; unpaid premiums; general policy queries, etc.
• Request and prepare quotations.
• Preparing meeting files, FICA, applications, etc.
• Switches.
• Redemptions.
• Monitor income review options.
• Monitor maturities.
• Dictation/transcription typing.
• Dealing with trading and issuing of offshore investments dealing with the opening of forex trading bank accounts.

Headhunters