Date | 2024-07-09 |
---|---|
Job Title | Client Service Administrator |
Employer | More Information |
Salary | 15 000 |
Category | Admin Clerical Secretarial |
Location |
Cape Town Region / Cape Town City Centre |
Job Summary
–
Minimum
Requirements:
Matric and post matric qualification would be beneficial Minimum 3 – 5 years of experience in the Financial Industry Provide holistic administrative support to financial advisor Manage advisors diary (Client birthdays, meetings etc.) General office duties – Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure processes et by head office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals, implementations etc.) Assist with event planning where necessary Manage and drive outstanding requirements (FICA, Medicals etc.) Generating quotes (Investments, life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing changes, switches, additions etc Arrange and finalise repurchases and withdrawals Submitting transfers etc Consultant: Amelia Dienie – Dante Personnel Cape Town
Client Service Administrator position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-07-09 in the Admin Clerical Secretarial category
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