Job Description
Experience and Qualifications
- Matric/Grade 12 certificate
- Relevant NQF 5 qualification
- 2-5 years administration experience
- Experience in the financial services industry (preferred)
- Being in a high stake process environment (an advantage)
Duties & Responsibilities
Key Outputs
General Administration
- Liaison with the advisers and prospects to gather, capture and maintain information for purposes of onboarding, maintenance and off boarding by following processes and utilizing the relevant systems. This will ensure effective servicing and accurate information at all times.
- Capturing and processing new franchise applications.
- Application forms
- Fit and proper
- System access
- FICA
- Book transfers
- Loan applications
Closing date: 2022/06/27
