Description:
Insurance administrator / P A,
required for Financial advisor located in Corporate Financial Institute.
Ideal candidate must fit as part of a team to collaborate with other teams members in a Busy office environment.
The I A is responsible for overseeing the administrative, operations and client services support to the Financial Advisor.
Must be extremely Computer Literate and admin focused.
Checking of transition documents of Compliance and documentation completeness and accuracy in alignment with relevant client file checklist and lodgement rules.
Financial Services industry knowledge required.
Understanding of FAIS and FICA legislation.
Matric a necessity.
Clear credit record.
Email david.a.peter1111@gmail.com.
08 Apr 2025;
from:
gumtree.co.za