Our client in Financial Services in Newlands are commencing their recruitment drive for an experienced Administrator to work alongside their current Portfolio Administrator supporting the Team of 4 Financial Advisors.

Their Product range include Investment portfolios for example, Unit trust investments (mostly Allan Gray but a few other companies), Life products (life insurance, critical illness, income protection) across Momentum, Discovery, Liberty, Brightrock etc

Although training will be provided on various software packages and product preference will be given to the applicant who has a minimum of 5 years within the Financial Services Industry (Life, Investment) and who is more than familiar with MS Office 365 suite, Elite Wealth CRM, Mailchimp, Astute, Wordpress and has a strong social media understanding.

We are needing the person to live the meaning “Customer Centric” – have a high level of professionalism, be structured, methodical with high ethical practices and strong numeracy skills. Matric, Tertiary (ideal), RE5) advantageous. This is a non-advisory role.

Role to commence ASAP. R20-25k CTC.