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Cape Town: PLATFORM ADMINISTRATOR posted by CompitantCandidates

Job Description

Our client with a national footprint requires the duties of a Platform Specialist. Your:

Education:

  • Relevant diploma or Bachelor’s degree, or ongoing studies in Business Administration, Financial Planning, Investment Management, or related fields.

Experience Required:

  • 0 – 2 years’ experience in financial services, client services, administration, or a related environment.
  • Experience in a LISP or investment administration environment is advantageous but not essential.

Duties:

The role will support the delivery of outstanding client service and support to our clients, build strong relationships, provide expert guidance, and drive customer satisfaction to contribute to the overall success of the company.

Responsibilities:

Execution of Activities:

  • Prepopulate New Business or Transfer Packs for digital or manual signing.
  • Loading of the New Business or Transfer Packs onto QuicklySign for adviser and client signature.
  • Capture new investment contracts and transfer instructions onto the platform accurately and timeously.
  • Perform quality checks on submitted documentation to ensure completeness and compliance.
  • Assist with the approval and progression of contracts through backend system.
  • Support manual intervention processes where straight-through processing is not yet live.
  • Liaise with Platform Specialists to resolve outstanding documentation or data issues.
  • Track and follow up on pending transfers to prevent SLA breaches.
  • Maintain accurate records and update internal systems accordingly.
  • Provide administrative support during peak transfer and onboarding periods.
  • Assist with backlog reduction and operational throughput improvement.

Service Delivery & Compliance:

  • Ensure all captured instructions meet platform, compliance, and operational requirements.
  • Adhere to internal processes, turnaround times, and escalation protocols.
  • Support audit readiness through accurate record keeping.

Skills & Competencies:

  • Strong attention to detail and administrative accuracy.
  • Ability to work under pressure and manage high volumes.
  • Good organisational and time-management skills.
  • Basic understanding of investment administration (advantageous but not required).
  • Willingness to learn platform systems and operational processes.
  • Team-oriented with a service-driven mindset.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in Western Cape

The Other Insurance (OI) industry in the Western Cape is part of the broader insurance sector, which has experienced steady growth in recent years due to increasing demand for risk management solutions. Typically, OI roles are sought after by professionals who can provide specialist underwriting and claims handling services to insurers. Generally, these jobs require strong analytical skills and a deep understanding of insurance products and policies.

Salaries for Other Insurance professionals in the Western Cape vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically fall within the R500 000 – R1 200 000 per annum range, although actual figures can be higher or lower, depending on individual circumstances. It’s worth noting that salaries can also vary significantly between smaller independent agents and larger multinational insurers.

Common skills for Other Insurance roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance laws and regulations, and the ability to work effectively in a team environment. Other essential skills may include proficiency in software applications such as policy administration systems or claims handling tools. Generally, professionals with experience in financial services, law, or other related fields can bring valuable skills and expertise to OI roles.

Industry sectors that commonly employ Other Insurance professionals include the financial services sector, technology industry, and manufacturing sector. These industries often require specialized insurance products and underwriting expertise to mitigate risks and protect assets. In addition to these sectors, the healthcare and construction industries are also significant users of OI services.

Career development opportunities for Other Insurance professionals in the Western Cape are generally strong, with many companies offering training and development programs to enhance skills and knowledge. Typically, career progression involves taking on more senior roles within an organization or seeking opportunities in related fields such as underwriting, claims handling, or risk management. With experience and expertise, OI professionals can also consider starting their own independent agencies or consulting practices.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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Posted in Jobs in Cape Peninsula, Jobs in Cape Town, Jobs in South Africa, Jobs in Western Cape

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