A Wealth Management Company has a newly-created opportunity on the west coast of Cape Town for a first-rate Administrator with aspirations to grow who will complement our small, value-driven team.

Key Responsibilities:
Responsible for the implementation and improvement of current processes/procedures that ensure the expedition to finalisation of all new and servicing business, you’ll:-
· Submit new and servicing business electronically

· Follow the new business and underwriting processes through to finalisation

· Conform to and ensure all compliance processes are adhered to

· Ensure all filing both hardcopy and electronically is kept up-to-date, and all data is backed-up according to office protocol.
· Maintain production statistics
· Handle additional duties related to the general office/business management as you develop into the job.
· Maintain good relationships with pension/provident fund employers & members
· Process the monthly billing, additions/withdrawals/claims for pension schemes

Qualifications:

Using your task-orientation service excellence; natural attention to detail high standards ability to work to constant deadlines love of order ability to multi-task as well as your

· Matric and RE exams will be advantageous

· 3-5 years previous, successful administrative experience within the financial services industry

· Fluency in English and Afrikaans

· Skill in all Microsoft computer packages as well as any industry related programmes