Life and Investment Administrator

In brief

Overview This role is for a Life & Investment Administrator with a client of Green Marble Recruitment. The client is based in Bedfordview and operates within the insurance and wealth management industry. What you will do * Process new business applications for life and investment products across multiple providers, checking for completeness and accuracy before submission. * Administer in-force policies and investments: alterations, top-ups, withdrawals, fund switches, beneficiary changes, maturities and claims and debit order changes. * Liaise directly with product providers (insurers and investment houses) to track application status, resolve queries and clear outstanding requirements. * Maintain accurate, up-to-date client records on CRM in line with FAIS record-keeping requirements. * Support advisors with client-facing administration: appointment preparation, portfolio valuations, statements and correspondence. * Ensure FAIS, FICA and POPIA compliance across all documentation and processing workflows. * Track and follow up on outstanding requirements, underwriting queries and pending business to minimise turnaround times. * Prepare and update investment and life portfolio reports ahead of client reviews. * Escalate risk, compliance or service issues to the Director timeously. Requirements (from the original advert) * Matric + RE5 (non-negotiable). * Available immediately (non-negotiable). * 2+ years’ Long-Term Insurance administration experience (non-negotiable). * Discovery experience (non-negotiable). * Astute experience (non-negotiable). * Minimum 2 years' experience in life and/or investment administration within financial services (essential). * RE5 (advantageous). * NQF Level 5 or higher qualification in Wealth Management, Financial Planning or a related field (advantageous). * Matric is compulsory; a higher qualification will be advantageous. * Working knowledge of FAIS, FICA and POPIA requirements. * Proficient in CRM systems (Zoho advantageous) and MS Office, particularly Excel. * High level of administrative accuracy and attention to detail. * Ability to manage multiple providers, products and deadlines concurrently. * Clear, professional written and verbal communication skills. * Self-managed and deadline-driven, comfortable working within a structured process and reporting line. Who should apply The ideal candidate is a Life & Investment Administrator with a minimum of 2 years' experience in life and/or investment administration within financial services, specifically possessing 2+ years’ Long-Term Insurance administration experience. Essential requirements include Matric, RE5 (as a non-negotiable), and availability to start immediately. Candidates must have experience with Discovery and Astute systems. The role requires someone with working knowledge of FAIS, FICA, and POPIA, who is proficient in MS Office (especially Excel) and CRM systems (Zoho is an advantage). Applicants should demonstrate a high level of administrative accuracy, attention to detail, the ability to manage multiple tasks and deadlines concurrently, and clear, professional written and verbal communication skills. The candidate should be self-managed, deadline-driven, and comfortable working within a structured process and reporting line. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/life-and-investment-administrator-green-marble-recruitment Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 2 years of experience.

• Microsoft Excel
• Microsoft Office

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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