Pretoria: Administrator

Minimum requirements: Matric RE5 / RE1 NQF 5 / NQF 6 in financial services industry Minimum 3 year within a Financial Services Provider Experience in Life Insurance and Investment (LISP) highly advantageous Client onboarding Information retrieval and processing, Data Entry and Record-Keeping Regulatory Compliance Risk Rating Verification Client file compilation Continuous client management, meeting coordination, diary management General administrative support to Financial Advisors and Executives Filing of documents File compilations New Business Submissions Claims: Short-term Insurance claims, Long-term Insurance claims Death Claims: Long-term Insurance and Investment Withdrawals of Investment products: Full, partial, two-pot withdrawals Transfers: Section 14 Transfers, Section 37 Transfers, Investment Transfers Drafting and maintaining reports Drafting and maintaining registers: New Business, Prospective Clients, Reversals, Not Proceeded Beneficial Experiences: Short-term Insurance/ Long-term Insurance/ Investments Business Assurance- Exposure to Buy and Sell Agreements Exposure to Wills, Testaments and Estates Beneficial Technical Experiences: CommSpace Iress- XPlan Astute Ninety One Investment Platform Liberty Blueprint Discovery Advisor360 / Discovery DIT PPS PRO-Fit Momentum Via Hollard Lifezone Consultant: Vonne Scholtz – Dante Personnel Pretoria Silver Lakes