Investment Administration • Processing new investment applications. • Processing additional investments, switches, withdrawals, and transfers. • Assisting with Retirement Annuity, Preservation Fund, Living Annuity, and Endowment administration. • Preparing investment review documentation. • Obtaining and providing client investment statements. • Assisting with Glacier fee renegotiations. • Following up on outstanding requirements and servicing requests. • Tracking and managing investment cases through to completion. • Maintaining accurate client records and electronic filing systems. Risk Administration • Processing risk applications, amendments, increases, reductions, and cancellations. • Obtaining quotations and preparing comparison reports. • Following up on underwriting requirements. • Liaising with clients, advisors, underwriters, and service providers. • Managing policy servicing requests and amendments. • Assisting with claims administration and follow-up. MINIMUM REQUIREMENTS • NON negotiable – Must speak, read and write Afrikaans • Minimum Grade 12. • Relevant administrative experience within the financial services industry. • Experience with Glacier and/or Sanlam products will be advantageous. • Understanding of investment, retirement, and risk products. • Proficient in Microsoft Outlook, Word, and Excel. • Strong administrative and organizational skills. • Excellent verbal and written communication skills.