Risk and Investment Administrator

Role Overview

Provide client-centred back-office administration for financial advisers across risk and investment products in Cape Town, supporting accurate processing, compliance and service delivery.

Responsibilities

• Process new-business applications, quotations and compliance documents across product providers.
• Provide administrative support to brokers and clients for risk and investment products.
• Execute client instructions accurately and on time.
• Deliver service that supports client satisfaction and retention.
• Maintain compliance with industry regulations and internal procedures.
• Accurately update and maintain CRM records.

Requirements

• Matric or Grade 12.
• At least five years of relevant South African financial-services experience.
• Hands-on knowledge of living and life annuities, retirement and preservation funds, discretionary investments, endowments and tax-free savings accounts.
• Client-service and administrative-support track record.
• Excellent Afrikaans and English communication.
• High attention to detail, accuracy under pressure, deadline management and collaborative interpersonal skills.