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Job Post Details

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Senior Administrator - job post

Exceed HR and Recruitment
Stellenbosch, Western Cape
Full-time

Location

Stellenbosch, Western Cape

Full job description

Job Overview

  • Application Deadline: 3 January 2026
  • Job Location: Stellenbosch, Western Cape
  • Job Title: Senior Administrator
  • Education Level: Certificate
  • Job Level: Senior
  • Minimum Experience: 5- 7 Years

Senior Administrator required in Stellenbosch.

Duties and Responsibilities:

  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handle new application and quotations
  • Handle and solve client enquiries (all existing business enquiries)
  • Diary management for new and existing business cases
  • Diary management for Wealth Adviser
  • Arrange appointments between Wealth Adviser and Clients
  • Prepare investment review appointments
  • Maintain CRM system
  • Process client queries and instructions
  • Prepare and distribute monthly/quarterly statements
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relationships
  • Record details of transactions
  • Maintain Service Level agreement deadlines
  • Manage policy renewals
  • Ensure FAIS Compliance

Requirements:

  • Tertiary Qualification
  • 5 Years relevant Experience
  • Strong administrative skills
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)

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