Financial Administrator

Recruiter:

HR Genie

Job Ref:

0522 HW ADM PAR

Date posted:

Friday, September 9, 2022

Location:

Ruimsig, South Africa

Salary:

R15k - 17k per month

JOB SUMMARY:
Quotes, investments, life cover, client proposals, financial plans, financial reviews, office duties

JOB DESCRIPTION:

Your Diploma in Fanancial planning will enable you to conduct:

Generating quotes (Investments, life cover etc.)
Implementing and monitoring client proposals and submitting applications
Implementing changes, switches, additions etc.
Manage client queries
Arrange and finalise repurchases and withdrawals
Submitting transfers etc.
Manage and drive outstanding requirements (FICA, Medicals etc.)
Ensure that product provider implements instructions correctly and within and reasonable timeframe
Developing, and reviewing clients’ financial plans, preparing client reports, reviews etc.
Assist with event planning
Gather and prepare information for client meetings (Reviews, proposals, implementations etc.)
Ensure client filing (Online and physical) is up to date
General office duties - Scanning, printing etc.
Manage advisor’s diary (Client birthdays, meetings etc.)
Provide holistic administrative support to financial advisor

You must be comfortable and experienced in working with Microsoft Office, especially Excel.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Finance Administrator - Prestige
Location: Germiston
Salary:
Finance administrator - MiningGauteng Negotiable
7 days ago

Junior Financial Assistant
Location: Johannesburg
Salary:
financial administrator Sandton R12 000 - R15 000 (Depending on experience)
14 days ago

Procurement Coordinator
Location: Johannesburg
Salary: 550000 Annually
Be proactive and take the next step in your career.
17 days ago

Administration: Section 37C Specialist Administrator
Location: Johannesburg
Salary:
2 days ago

Finance and Office Administrator
Location: Johannesburg
Salary:
3 days ago

SENIOR PAYROLL ADMINISTRATOR - Fourways
Location: Fourways
Salary: R35k - 45k per month
SENIOR PAYROLL administrator - Danforth, JHB R35 000 - R45 000 P/M Basic Salary Per Month plus Me
3 days ago

Financial Manager
Location: Johannesburg
Salary: R 1013914.00
Job Title: Finance ManagerPrimary Purpose:Responsible for managing and developing business analysis of financial statements for the Council's Funds. Oversee the accounting team's management for processing financial transactions and statutory returns, ensuring compliance with accepted accounting practices and regulations.
6 days ago

Server and Systems Administrator
Location: Midrand
Salary: N/A
Server and Systems administrator
7 days ago

Receptionist / Administrator
Location: Johannesburg
Salary:
7 days ago

Specialist Server Administrator
Location: Johannesburg
Salary: Market related
Own stakeholder relationships and service delivery for commercial and technical systems.
10 days ago

Financial Administrator

Similar jobs you might be interested in:

Create a free job alert for Financial Administrator in Ruimsig