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Cape Town: Financial Administrator posted by The Recruiters






Date 2024-07-06
Job Title Financial Administrator
Employer The Recruiters
More Information
Salary 0
Category Professions
Location Western Cape
/ Cape Town

Job Summary

Our client is a team of experts in the wealth planning field. They are currently looking for an administrator to join their team. If youve got a matric certificate and a few years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you! Main duties and responsibilities Capturing personal and financial information timeously and accurately Completing and submitting application forms on behalf of new and existing clients Following up with insurers and investment houses to ensure administrative efficiency Keeping clients continuously updated on administrative processes and status quo Adhering to compliance and practice management standards set out by the organisation Liaising internally with financial planners and para-planners to ensure the smooth implementation of financial solutions Building relationships with clients, colleagues and service providers Computer literacy Must be proficient in MS Office, specifically Outlook, Word and Excel Must be willing to use cutting-edge technology in the workplace Skills and strengths required Excellent written and verbal communication Strong interpersonal and relationship-building skills The willingness to work as part of a team within a dynamic organisation What you need to apply Curriculum vitae that includes two contactable references Copy of matric certificate Copy of ID Please send your application to
Financial Administrator position available in Western Cape, Cape Town. This job position was posted by The Recruiters. The job has been posted as a premium ad on 2024-07-06 at 05:10:50 in the Professions category

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