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Administrator

Talent Shore • Full-time • Remote (South Africa) • 23h ago

This a Full Remote job, the offer is available from: Africa

Position: Administrator

Job Purpose:

 Complete submissions for complex business

 Complete packs for complex business

 Complete pipeline for complex business

 General administration as required

Reporting to: RFS & Retirement Servicing Manager

KEY RESPONSIBILITIES

Submissions

 Ensuring careful and accurate completion and recording of forms

 Understanding the importance of detailed and accurate commission profile

 Communicating with the client to update them on the status of their submission

 Ensure accurate completion and updating of KPI records

 Ensuring submitted files are compliant

Pipeline

 Chasing submitted business to completion

 Problem solving any issues that occur

 Keeping the client updated on the status of their business

General Administration

 Answer inbound calls in a polite and friendly manner, redirect calls as needed

 Complete scanning, filing and printing as and when needed

General Responsibilities

 Communicating effectively and respectfully with all co- workers, clients and 3rd parties

 Ensuring general tidiness of the office at all times

 Compliance with all company policies and procedures

 Compliance with the regulator, the FCA

 Undertake any reasonable duties to contribute towards customer care

 Undertake any reasonable duties to help the company reach the goals

 To behave in a fit and proper manner in accordance with a professional organization

 Maintain an open minded, positive outlook whilst maintaining high levels of diligence

CRITICAL TASKS

 Work is accurate and compliance guideline understood and followed.

 All required documents are received, completed and signed where required.

 Raise risk alerts appropriately and consistently in line with policy.

 GDPR and data protection is followed at all times.

 All information is accurately recorded/logged.

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