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Southern Suburbs: Finance & Admin Coordinator – Urgently Needed posted by Corporate Advisors Canada

Finance & Admin Coordinator – Urgently Needed

Posted on 2025-04-24 15:28:21

Company Corporate Advisors Canada
Salary 20000
Category Insurance Advisor
Location South Africa  /  Western Cape  /  Southern Suburbs

Job Summary

Finance & Admin CoordinatorAre you a proactive organiser with a talent for blending financial planning expertise with seamless administrative support? We are looking for a Finance & Admin Coordinator to join our team.Education:Finance or Accounting DegreeCertification in AdministrationCertification in Microsoft Office/ExcelExperience:3 years experience in Administration in the finance or insurance industry.Financial Planning Experience.Experience handling tasks such as scheduling, document management, data entry, and client communication. Prior experience in the life insurance or finance industry is highly valued.Familiarity with processes like policy administration, client onboarding, or claims processing (for insurance roles) is an added advantage.Ability to speak to clients at a high levelInternational experience is a plusResponsibilities:Provide day-to-day admin support to our Canadian teamCommunicate with clients and internal teams via phone, email and Microsoft Teams Manage records, schedule appointments, and handle general operational tasksAssist in document preparation for applications and send client follow-upsFollow up on applications once they have been submitted Face-to-face calls with the advisor and clientRun quotes /illustrations on the Insurance carriers software Prepare a PowerPoint presentation Work with the Finance Department on specific tasks assigned.
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