Support Assistant – Financial Services (Cape Town)

About the role

The Support Assistant will work under the Team Leader to deliver high‑quality, detail‑oriented administrative support for financial services and life assurance processes. The role focuses on accurate, error‑free work within defined service level agreements.

Key responsibilities

• Upload and follow up on queries such as premiums, beneficiary changes, debit orders, letters of authority, broker changes, amendments, and claims.
• Check and capture applications within 4 hours of receipt, maintaining at least 95 % accuracy.
• Perform daily routine procedures and monitor incomplete service requests.
• Communicate outstanding requirements and service requests to relevant parties.
• Provide administrative backing to Business Consultants and intermediaries, including quotations and benefit statements.
• Assist in organising broker workshops and ensure service level standards are consistently met.

Required profile

• Matric (Grade 12) qualification.
• Minimum 2 years experience in the Financial Services or Life Assurance industry in an administrative role.
• Careful, helpful, conscientious, consistent, responsive, and client‑service oriented.

Required skills

• Proficiency with the MS Office suite, especially Internet, Outlook and Excel.