Location
Kwa Zulu Natal
Requirements
- 2–3 years’ administrative experience
- Financial services, insurance or investment experience advantageous
- Strong MS Office and Excel skills
- Excellent attention to detail and organisational skills
- Strong communication and follow-up abilities
- Ability to manage deadlines and multiple priorities
- Reliable, accountable and proactive
- Compliance knowledge (FAIS, FICA, POPIA) advantageous
- Strong reporting skills
Responsibilities
- Prepare and maintain client files for new business and reviews
- Ensure documentation is complete, accurate and compliant
- Prepare files within the required 48-hour turnaround time
- Maintain registers, trackers and accurate filing systems
- Assist with quotations, comparisons and Medprac administration
- Follow up on outstanding documentation and requirements
- Support Brokers, Compliance and Administration teams
- Identify and escalate gaps or delays promptly
- Maintain confidentiality and accurate client records