Senior Administrator, Pinelands, Southern Suburbs. Company Name: RBWEALTH a dynamic brokerage based in Pinelands, Cape Town and is focused on Investments, Pension Funds, and Financial planning is recruiting for an administrator.
The responsibilities include the following: Engaging with customers to obtain FICA documents. Completing applications for individuals and companies on various online platforms. Generating quotes as and when required. Meet administrative requirements by SLA parameters, in a processing environment. ( Investments and risk). Liaise with product owners as and when necessary to ensure new business is completed and approved.
General Duties Requirements: Matric, preferably part degree/diploma. 3 to 5 years+ experience as an administrator. Product and process knowledge (Investments & Risk). Good Communication Skills. Passionate about People and Investments.
Skills & Competencies: Computer Literacy including Microsoft Word, Excel & Powerpoint. Information Monitoring. Initiating Action, Ownership, Technical Knowledge, Personal Effectiveness, Eager to develop and grow values.
Accountable for service delivery through own efforts. Collaborates effectively with others to achieve personal results. Individually accountable for managing own time, tasks, and output quality. Fantastic opportunity for someone to gain experience in the financial services industry.
Passionate about seeking knowledge and continuous learning. Remuneration commensurate with appropriate experience.
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Contact reaz ballim: 0824502023
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