Sunday , February 25 2024

Alexander Forbes Call Centre Jobs – Administrator Individual New Business

Website Alexander Forbes

Job Description:

We are looking for an Administrator Individual New Business to Increase number of clients, number of investment accounts and assets under management, in a range of products & portfolios catering for various investment needs, by providing excellent service, and doing so as efficiently as possible while managing risk.

Job Responsibilities:

  • Ensure accurate resolution to client query within or on the promised date by applying knowledge or requesting necessary resources
  • Under promise and over deliver.
  • Storage of electronic data
  • Own and respond to client within 24 hrs.
  • Adhere to company policy and procedure in terms confidentiality and record keeping.
  • Keep abreast of changes by reading and understanding the relevant communication. Equip yourself with complete knowledge of processes, procedures, legislation and business rules as required to perform job.
  • Guiding and supporting peers with ongoing training of new staff and other areas as required by the business.
  • Compile daily work on hand report
  • CRM to be updated 100% with detailed comments.
  • Be accountable for improving knowledge and refer to Team Manager if unsure.

Qualification & Experience:

  • 0-2 years Retirement Funds Administration
  • Grade 12

Job Details:

Company: Alexander Forbes

Vacancy Type:  Full Time

Job Location: Sandton, Gauteng, SA

Application Deadline: N/A

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