Pensions Brokerage Administrator

Overview

The Administrator will work closely with our team of financial planners, providing quality customised support to meet our clients  needs.

• Excellent computer skills required
• Fluent English essential
• Build positive relationships with co-workers and clients alike.
• Excellent numeric, written and oral communication skills.
• Strong attention to detail and the ability to think quickly.
• The ability to work unsupervised and be self-motivated.
• Strong customer service skills, orientation and focus.

• Perform the role of office receptionist/front of house
• Handle telephone inquiries in a professional and courteous manner
• Understand and address client inquiries in a timely fashion
• Thoroughly document queries, investigations, and actions
• Providing general office administrative support including filing/scanning/photocopying, post/franking, processing payments, answering the telephone, note/message taking
• Escalate issues to Management and Financial Advisors as appropriate
• Maintain customer/policy records through the client management system and associated IT solutions
• Support the team including new business processing, and renewals.
• Support and Assisting the financial planners
• Manage relevant processes and procedures to ensure that all client files are complete and fully compliant.
• Liaise with Life Companies to manage and follow up
• Collate client reports

3-5+ years Financial Services Office Administration experience preferably in an Insurance Brokerage or Insurance Company

QFA or relevant industry qualification preferable but not essential