Administratior - Financial Planning (JHB) at NMG Benefits

Role Overview

This is a professional position that will support the Financial Advisors by updating the work done on the system.

Duties and Responsibilities

• Receive and capture new business from advisors
• Update client data List in the system
• Welcome letters / Package sent to new clients
• Ensure Compliance check is done
• Ensure daily tracker is up to date daily and submit reports where appropriate
• Check and ensure policy lapses are up to date and reported
• Attend to queries within stipulated timelines
• Share Drive updates i.e. client portfolio’s etc

Minimum Qualification

• Matric

Experience

• At least 2-3 years administration experience in a similar environment and working with Financial Advisers

Competencies

• Strong communication skills, both written and verbal
• Excellent organisational skills
• Excellent numeracy skills
• Proficient in Microsoft Word, Excel
• Good decision making and problem-solving skills
• Assertiveness skills – when needed.