Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
Ensure all data is processed, approved, accurate and trustworthy. Confirm that all required data documents
Complete the monthly waste stream reports for clients or assist with these reports. Attend to all incoming
incoming internal and external queries on the data reports.
Responsibilities
data documentsCapturing and approval of data
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires Ensure accuracy and completeness of all invoice data. Coordinate with the finance department to resolve
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires Ensure accuracy and completeness of all invoice data. Coordinate with the finance department to resolve
• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant potential claim disclosure is communicated to the client when necessary • To achieve a minimum QA (quality decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately of your job functions • Other basic policy administration related functions • Answering the telephone
• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant potential claim disclosure is communicated to the client when necessary • To achieve a minimum QA (quality decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately of your job functions • Other basic policy administration related functions • Answering the telephone
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
Companies and Custodians to facilitate the opening of client accounts.
fund platform/ fund services to global and local clients. Looking for a research driven analytical individual individual, passionate about systems & data .Must have completed Bachelors Degree (Information Systems/Technology Companies and Custodians to facilitate the opening of client accounts . R 25000 - R 28000 - Monthly