An Independent Broker in Melkbosstrand 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 of all new client relationships & the on-going servicing of existing client relationships

· Conform to and ensure all FAIS/FICA/RDR 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 all 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/provident 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 5 exams a non negotiable

· 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 computer programmes

You will process accurately and efficiently a range of administrative instructions/tasks/requests from the team for our clients’ well-being. Experience with Spotlight advantageous, but not essential.

Remuneration is commensurate with experience. Please do not submit a CV if you don't meet the experience requirements.

If you do not hear from us within 21 days from application then accept that the application was unsuccessful.