- Pretoria East
- Salary: R15 000.00 - R18 000.00 Per Month
- Job Type: Permanent
- Sectors: Admin
- Reference: PTA024933/EW
Vacancy Details
Employer: Dante Group (Pty) Ltd
- Matric
- RE5 / RE1
- NQF 5 / NQF 6 in financial services industry
- Minimum 3 year within a Financial Services Provider
- Experience in Life Insurance and Investment (LISP) highly advantageous
- Client onboarding
- Information retrieval and processing, Data Entry and Record-Keeping
- Regulatory Compliance
- Risk Rating
- Verification
- Client file compilation
- Continuous client management, meeting coordination, diary management
- General administrative support to Financial Advisors and Executives
- Filing of documents
- File compilations
- New Business Submissions
- Claims: Short-term Insurance claims, Long-term Insurance claims
- Death Claims: Long-term Insurance and Investment Withdrawals of Investment products: Full, partial, two-pot withdrawals
- Transfers: Section 14 Transfers, Section 37 Transfers, Investment Transfers
- Drafting and maintaining reports
- Drafting and maintaining registers: New Business,
- Prospective Clients, Reversals, Not Proceeded
- Beneficial Experiences:
- Short-term Insurance/ Long-term Insurance/ Investments
- Business Assurance- Exposure to Buy and Sell Agreements
- Exposure to Wills, Testaments and Estates
- Beneficial Technical Experiences:
- CommSpace
- Iress- XPlan
- Astute
- Ninety One Investment Platform
- Liberty Blueprint
- Discovery Advisor360 / Discovery DIT
- PPS PRO-Fit
- Momentum Via
- Hollard Lifezone
Consultant: Vonne Scholtz - Dante Personnel Pretoria Silver Lakes
Apply via our website www.dantesa.co.za
If you do not hear from us within 5 days, please accept that your application was unsuccessful
1942 people have viewed this job.
About Dante Group (Pty) Ltd
Danté Personnel Recruitment (Pty) Ltd, established in 1996, is a national leading recruitment-consulting firm. We offer specialized services to effectively manage the entire recruitment process, for companies based in South Africa and abroad. We service different Business diversities like Mining, Engineering, Technical, Information Technology and Finance.
Our exclusive database of candidates, for all various
business verticals, is valuable tool to start the recruitment process. We take
up the challenge in finding the right candidate through our extensive network
of resources and understanding of the hiring trends.
Our expertise lies in identifying and selecting candidates at all positions,
especially middle and senior management. We take pride in our ability to
provide all your human resource requirements.
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