Minimum requirements:

Relevant tertiary qualification advantageous.
Minimum of 4 years extensive administrative experience; preferably in the financial services space.
Good written and verbal communication skills.
Computer literate.
Must be able to work under pressure.
Attentive to detail.

Key Responsibilities:

Liaising with clients.
Data capturing.
Processing of new business (life products; local and offshore investments) queries, i.e., static changes; unpaid premiums; general policy queries, etc.
Request and prepare quotations.
Preparing meeting files, FICA, applications, etc.
Switches.
Redemptions.
Monitor income review options.
Monitor maturities.
Dictation/transcription typing.
Dealing with trading and issuing of offshore investments dealing with the opening of forex trading bank accounts.

Please consider your application unsuccessful if you do not receive a response withing 2 weeks of submitting your application. Apply Now

Share this job with someone you think should apply!