Client Support Administrator – Medical Aid (Fixed-Term)

About the role

The Client Support Administrator will provide comprehensive administrative assistance to Financial Advisors within a fast‑moving Medical Aid, Investments and Long‑Term Insurance environment. You will ensure client instructions are processed accurately, maintain up‑to‑date records and support compliance with regulatory requirements.

Key responsibilities

• Process client instructions for medical aid, investment and life insurance products.
• Maintain accurate client records and documentation using CRM and Microsoft Office tools.
• Liaise with clients, advisors and product providers to resolve queries.
• Prepare and submit required compliance documentation (FICA, POPIA).
• Monitor case progress and ensure timely completion.
• Deliver high‑quality client service within agreed turnaround times.

Required profile

• Minimum 2–3 years’ experience in the Medical Aid, Investments or Long‑Term Insurance sector.
• Proven experience supporting Financial Advisors.
• Strong organisational abilities and attention to detail.
• Excellent written and verbal communication skills.
• Matric qualification; further administration or finance qualification is advantageous.

Required skills

• Proficiency with CRM systems.
• Advanced Microsoft Office skills.

What we offer

• Market‑related remuneration package.