Financial Services Administrator

Provide essential administrative support focused on managing medical aid and investment-related tasks, ensuring efficient office operations, and supporting various teams with administrative functions.Minimum Requirements & QualificationsMatricRE05 certification or similar NQF 5 qualification in Financial Services / Wealth Management (preferable)3 years in financial services, with a focus on medical aid and investment administrationPrevious experience working with medical aid companies (e.g. Discovery Health)Proficiency in Office 365 (essential)Experience with X Plan (preferred)Valid driver's license and own vehicleKey Performance AreasMedical aid and gap cover administrationFollow up on medical aid and gap cover queries/submissionsProcess and reconcile monthly medical aid billsPrepare and review claims transaction reports for discrepancies and ensure correct processingCollate and prepare client reviews and reports for risk and investmentsDesired SkillsInvestment AdministrationGeneral AdministrationMedical Aid AdministrationDesired Work Experience2 to 5 years Investments, Insurance & Assurance1 to 2 years Admin ClerkDesired Qualification LevelGrade 12 / MatricEmployer & Job BenefitsMedical AidProvident Fund
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