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Administrator, , Administrative​/Clerical

Job in Pretoria, 0002, South Africa
Listing for: Danté Personnel Recruitment
Full Time position
Listed on 2026-01-23
Job specializations:
  • Administrative/Clerical
Job Description & How to Apply Below
SA - Gauteng, Pretoria EastR 15 000 - R 18 000 Monthly (Negotiable)
Administrator
Pretoria-East
R15 000 - R18 000 CTC
Minimum requirements:
  • 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:
  • Comm Space
  • Iress- XPlan
  • Astute
  • Ninety One Investment Platform
  • Liberty Blueprint
  • Discovery Advisor
    360 / Discovery DIT
  • PPS PRO-Fit
  • Momentum Via
  • Hollard Lifezone

    • Consultant:
    Vonne Scholtz - Dante Personnel Pretoria Silver Lakes
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