Job for Administrator – Financial Planning in Howick Dec 2024

Employment Position : Harvard House Group Latest Jobs in South Africa 2024

Career recruitment for Administrator – Financial Planning in South Africa 2024

 
Job description
To process new and existing Saxo bank, ForexPeople bank, and Unit Trust applications. To process redemptions, obtain policy information where necessary and draft annual reviews. To handle client enquiries, general correspondence and all other administration tasks within the financial services team.

Company Description
The Harvard House Group is an independent financial services group, based in Howick in KwaZulu Natal, providing a comprehensive range of financial solutions to client.
Requirements

• Strong attention to detail. Must be accurate and thorough.
• The ability to plan, organise and generally administrate is vital.
• Sound software skills are important, particularly with Excel.
• Should have the ability to work with figures.
• Ability to meet deadlines and work under pressure.
• Excellent communication, client service and interpersonal skills, both internally and externally.

Personal Skills/Attributes

• Reliable.
• Responsible for own work and can take initiative.
• Team player.
• Someone that can work on their own and does not need constant supervision.
• Someone with integrity.
• A calm person that will function in an open plan office environment.
• Caring and empathetic nature.
• Flexibility and ability to cope with change.