Overview
Administrator Jobs in Johannesburg Metropolitan Area at Alexforbes
Title: Administrator
Company: Alexforbes
Location: Johannesburg Metropolitan Area
About the Role:
We are seeking a highly analytical and improvement-focused Administrator to provide administrative support to Financial Advisors and their assistants in their goal to secure and service new and existing corporate and individual clients for AF Retail.
Key Responsibilities:
- Processing of new business and collection of funds from internal/external service providers
- Submit to Service provider for investment
- Types of new business include:
- Preservation funds
- Retirement Annuities
- Living Annuities
- Fixed Annuities
- Endowments
- Discretionary Investments
- Life,
- Adhoc/Top up contributions into above
- Switches
- Repurchases
- Maturities – Linked and Life products
- Surrenders
- Values request
- Broker changes (new and cancel)
- Change of personal and static details i.e banking details, name change
- Retirements/Early retirement
- Withdrawals from compulsory and voluntary products
- Death claims
- Beneficiary nominations
- Tax certificates and queries
- ROT/Declaration
- Incoming calls
- Dealing with fund administrators as well as Fund Managers on escalating, queries from admin, and refer unresolved queries to Admin Manager
- Dealing with the Service Providers & Senior Management
Requirements:
- Matric
- Industry related qualification/certifications, i.e. Wealth Management course advantageous
- Experience, knowledge and understanding of the Financial Services industry (minimum 2-3 years)
- Practical work experience in dealing with financial products and procedures.
- Systems knowledge – Effective usage and application of computer applications (MS Office/ Word, Excel, (D365/Interface- advantage).
- Product Knowledge – Industry knowledge.
Competencies
- Strong analytical and problem-solving capability
- Process optimisation and operational improvement mindset
- Data-driven decision making
- Strong stakeholder engagement and collaboration skills
- Ability to translate complex processes into clear documentation
- Strong written and verbal communication
- Change agility and continuous improvement orientation
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
- Bursary and Leadership Development Programmes to help you grow professionally.
- E-Learning Forums and continuous learning opportunities.
- Financial Planning Support tailored for staff.
Rewarding Performance:
- Total Rewards Package: Competitive short- and long-term incentives.
- Power Of One: Monetary recognition for outstanding performance.
- Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
- Retirement Fund Contributions starting at 13% of CTC.
- Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
- Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
- Flexible Ways of Work: Hybrid work model to suit your lifestyle.
- Connectivity Benefit: Wi-Fi allowance.
- Employee Wellness & Assistance Programmes to support your wellbeing.
- My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
