Investment Administrator urgently wanted: Salary R10 000 to R13 000 per month
Candidate Requirements
Must have Elite Wealth and/ or XPlan experience
Minimum 3 years, strong administration experience and exposure to life assurance and investment policy administration
Must be experienced in administration and client management
Life Assurance Administration:
Obtaining life quotations
Processing accepted quotations
General life assurance administration
Investments:
New business and additions
Transfers: Section 37(2), Section 14, general transfers, retirement notifications
Withdrawals
General administration
Reviews
Exposure to institutions: Allan Gray, Investec, Glacier, Sanlam, Liberty Life, Stanlib, Old Mutual, Hollard, Momentum etc
General:
Good interpersonal skills
Good written communication skills
Good team player, hard worker and willing to be flexible
Able to take initiative and learn quickly with a very positive attitude at all times
Reliable and trustworthy
Must be able to drive to work, so living close to work is a benefit and highly recommended
Job Type: Full-time
Salary: R10,000.00 to R13,000.00 /month. Apply Now
Source: Jobs365
