Vacancy Description
Key Responsibilities
- Administration (Investments, Long-term risk policies, Medical aid & GAP-cover)
- New business applications
- Advisor appointments on existing investments and policies
- Investment additional contributions
- Investment withdrawals
- Investment switches and transfers
- Prepare and submit documentation to product providers
- Track and follow up on outstanding transactions with asset managers, investment platforms, insurance providers, medical aid and GAP-cover providers
- Maintain accurate records of all client transactions
- Open and maintain client files and records
- Update client personal details and financial information on the CRM system
- Prepare client documentation packs for financial advisors
- Assist with the preparation of review pack...
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