Administrator
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Highly skilled administrative professional with a 20-year track record of streamlining the mechanics of an office. Proficient in writing correspondence, experienced in MS Word, Excel, PowerPoint, and Outlook. Aptitude for multitasking and completion of assigned tasks within deadline period.
Proven abilities in developing positive relationships with clients and coworkers. Information and learning “sponge”. Problem solver and go-getter who takes on each day with a smile. Interested in an opportunity with a company where exceptional administration, great customer skills, and an enthusiastic approach will be fully utilized and the possibility of optimal growth into a position with a perfect fit.
Bilingual: English & Afrikaans Background: Financial, Investments and Asset Management, Financial Planning, Services, Retail. Client care.
Highly skilled administrative professional with a 20-year track record of streamlining the mechanics of an office. Proficient in writing correspondence, experienced in MS Word, Excel, PowerPoint, and Outlook. Aptitude for multitasking and completion of assigned tasks within deadline period.
Proven abilities in developing positive relationships with clients and coworkers. Information and learning “sponge”. Problem solver and go-getter who takes on each day with a smile. Interested in an opportunity with a company where exceptional administration, great customer skills, and an enthusiastic approach will be fully utilized and the possibility of optimal growth into a position with a perfect fit.
Bilingual: English & Afrikaans Background: Financial, Investments and Asset Management, Financial Planning, Services, Retail. Client care.
Death claims Face to face meetings with clients and the preparation thereof Prepare Sanlam upgrade emails and marketing material Prepare upgrade quotes Prepare comparing quotes Go-to person with regards to client enquiries Investment Fund reviews on Tax-free Investments, Retirement Annuities and Endowments SARS enquiries Minutes of meetings with clients Individual portfolio summaries Council of Medical Schemes accreditation process Administration of broker code applications Liaison with Financial Sector Conduct Authority and Compliance Officer Administration of broker appointments New business outstanding requirements, liaison with doctors/ nurses and Sanlam Employee Benefits Page | 2 Section 14 transfers Section 50 transfers Fund switches Cancellations Medical aid enquiries from clients Nomination process of beneficiaries Income reviews Resolving unpaid premiums with clients Compliance documentation
