Investment Administrator - Cape Town City Centre
Key Responsibilities:
- Capturing personal and financial information timeously and accurately
- Completing and submitting application forms on behalf of new and existing clients
- Following up with insurers and investment houses to ensure administrative efficiency
- Keeping clients continuously updated on administrative processes and status quo
- Adhering to compliance and practice management standards set out by the organisation
- Liaising internally with financial planners and para-planners to ensure the smooth implementation of financial solutions
- Building relationships with clients, colleagues and service providers
- Must be proficient in MS Office, specifically Outlook, Word and Excel
- Must be willing to use cutting-edge technology in the workplace
- Excellent written and verbal communication
- Strong interpersonal and relationship-building skills
- The willingness to work as part of a team within a dynamic organisation
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