Administrator - Financial Services
Headhunters
- Eastern Cape
- Permanent
- Full-time
- 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.
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