Investment Administration
• Processing new investment applications.
• Processing additional investments, switches, withdrawals, and transfers.
• Assisting with Retirement Annuity, Preservation Fund, Living Annuity, and Endowment administration.
• Preparing investment review documentation.
• Obtaining and providing client investment statements.
• Assisting with Glacier fee renegotiations.
• Following up on outstanding requirements and servicing requests.
• Tracking and managing investment cases through to completion.
• Maintaining accurate client records and electronic filing systems.
Risk Administration
• Processing risk applications, amendments, increases, reductions, and cancellations.
• Obtaining quotations and preparing comparison reports.
• Following up on underwriting requirements.
• Liaising with clients, advisors, underwriters, and service providers.
• Managing policy servicing requests and amendments.
• Assisting with claims administration and follow-up.
MINIMUM REQUIREMENTS
• NON negotiable – Must speak, read and write Afrikaans
• Minimum Grade 12.
• Relevant administrative experience within the financial services industry.
• Experience with Glacier and/or Sanlam products will be advantageous.
• Understanding of investment, retirement, and risk products.
• Proficient in Microsoft Outlook, Word, and Excel.
• Strong administrative and organizational skills.
• Excellent verbal and written communication skills.
