Client Administrator Cape Town - CBD - Cape Town City Centre
Dante Group Pty Ltd
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Minimum requirements: Matric and post matric qualification would be beneficial Minimum 3 - 5 years of experience in the Financial Industry Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings etc.) General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure processes et by head office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals, implementations etc.) Assist with event planning where necessary Manage and drive outstanding requirements (FICA, Medicals etc.) Generating quotes (Investments, life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing changes, switches, additions etc Arrange and finalise repurchases and withdrawals Submitting transfers etc Consultant: Amelia Dienie - Dante Personnel Cape Town Apply via our website www.dantesa.co.za If you do not hear from us within 5 days, please accept that your application was unsuccessful R 15 000 - R25 000
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