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Job Details

Wealth Management Administrator

Closing Date : 2024-07-22
Closed : Yes
Description:
Our client, a well-established company operating in the financial services industry based in Bellville (Western Cape), has the abovementioned position available for a client-oriented Administrator with excellent planning & organisation skills, paired with a thorough approach to work.

Duties will include: *Processing of new business applications *Reviewing administrative aspects of life insurance cover and investments *Liaising with relevant companies *Liaising with clients and handling administrative queries and changes *Assisting broker with investment quotes at PPSI, Sanlam, and Glacier *Offering information to clients regarding medical aids and Gap cover *Handling medical aid applications *Filing & recordkeeping *All other administrative tasks related to the role.

Minimum requirements:
• Matric;
• Minimum 2 years’ experience in a Wealth & Healthcare administration role;
• Superb verbal & written communication skills (Afrikaans & English);
• Strong computer skills (MS Office, specifically Excel);
• Own reliable transport.

Commencement date: As soon as possible.

To apply, please send your CV directly to Neil de Jager (neil@innowealth.co.za) before 09:00 on 22 July 2024.

For general enquiries, contact our team at M3 Human Capital Management on 021 863 1444.

Please note that only shortlisted candidates are contacted. If you don’t hear from us within two weeks of the closing date, please assume that your application was unsuccessful.
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