Client Administrator

Requirements: Matric or equivalent. 2 Years Administration experience. Must have attention to detail. Must have effective communication skills. The candidate must be deadline driven. Responsibilities but not limited to: Recon investment accounts between CRM and product providers. Creating new clients on CRM system. Allocating members, cases and tasks to Financial Planning Associates and Advisors. Capturing monthly death claims. Capturing monthly minor beneficiaries. Manage assigned Financial Pl…