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FINANCIAL ADMINISTRATOR – TO THE FINANCIAL ADVISOR FOR LONG-TERM INSURANCE (LIFE AND INVESTMENTS), GEORGE, WESTERN CAPE


A prominent financial services provider is looking for an experienced FINANCIAL ADMINISTRATOR to join their dynamic team in GEORGE, WESTERN CAPE.  

This is a permanent position and offers a market related salary. 

The Financial Administrator would support the full spectrum of administrative functions to the Financial Advisor for Long-term Insurance – Life and Investments.  

Qualifications & Experience:

 
  • Minimum matric with a tertiary qualification advantageous. 

  • Minimum 3-5 years’ applicable working experience in an administrative role. 

  • Experienced, working in the financial services industry highly advantageous. 

  • Experience in the capacity of a Personal Assistance shall be highly advantageous. 

  • Fully competent in the MS Office programme. 

  • Valid driver’s licence and own reliable transport. 

  • Strong and proven experience in customer care and internal admin and sales support, whilst working in a target driven environment. 

Other Requirements:

 
  • Meticulous with excellent attention to detail. 

  • Excellent interpersonal skills. 

  • Tenacious and driven. 

  • The ability to multi-task and deliver to excellent results whilst working under pressure. 

  • The ability to work independently without constant supervision. 

  • Compliant with well-developed change-management abilities. 

  • Trustworthy and ethical with a strong sense of accountability. 

  • Fully bi-lingual in English and Afrikaans: speak read and write. 

  • Very well-presented and professional.