Client Administrator

SUMMARY:
Our client, a well-established company in the Financial Services industry, is seeking a professional and detail-oriented Client Administrator to join their team based in Cape Town (Northern Suburbs). 

POSITION INFO:
Requirements: Matric or equivalent. 2 Years Administration experience. Must have attention to detail. Must have effective communication skills. The candidate must be deadline driven. Responsibilities but not limited to: Recon investment accounts between CRM and product providers. Creating new clients on CRM system. Allocating members, cases and tasks to Financial Planning Associates and Advisors. Capturing monthly death claims. Capturing monthly minor beneficiaries. Manage assigned Financial Planning Associates cases. Manage the central mailbox and escalate mails to appropriate parties. Assist with benefit statement requests on Everest. All matters related to Retirement Benefit Counselling mailbox. Fielding telephone calls. Assist with refreshment arrangements. Please note: If you do not receive a response within 2 weeks of submitting your application, please consider your application unsuccessful.