The Administrative Assistant will provide comprehensive administrative support for the day-to-day management of Group Life, Medical Cover, Manpower and Incentive Programme. The role is responsible for handling client and advisor queries, coordinating incentive payments, maintaining regulatory compliance records and ensuring accurate document management and storage. The position requires strong organizational skills, attention to detail, and the ability to coordinate effectively with internal teams, financial advisors, operations and finance departments.

Financial Advisor Administration & Compliance

• Support the onboarding and administration of financial advisors.
• Ensure advisor coding and registration details are accurate and up to date.
• Monitor advisor compliance requirements and maintain regulatory records.
• Assist with licensing and compliance documentation.
• Follow up on outstanding compliance requirements and renewals.
• Deactivating process (commission payment, liabilities, clearance etc).

Group Life Administration

• Manage and respond to day-to-day Group Life insurance queries from financial advisors.
• Coordinate policy servicing activities, including member additions, deletions, and benefit updates.
• Follow up with insurers and service providers to ensure timely resolution of client issues.
• Maintain accurate records of all Group Life schemes and correspondence.
• Handle trusteeship set up and claims with Assistant managers guidance.

Medical Cover Administration

• Handle day-to-day medical insurance queries and support requests.
• Assist clients with membership updates, claims follow-ups and medical administration matters.
• Liaise with insurers and healthcare providers to ensure prompt resolution of issues.
• Maintain accurate member and policy records.

Incentive Administration

• Manage incentive queries and administration.
• Monitor incentive programme records and ensure information is up to date.

Incentive Payment Coordination

• Prepare and submit incentive payment schedules and supporting documentation.
• Follow up with the Finance Department to ensure timely processing and payment of incentives.
• Reconcile incentive payment records and address discrepancies where necessary.

Tax Administration

• Coordinate the requisition and processing of incentive withholding taxes in compliance with applicable tax regulations.
• Liaise with finance and relevant authorities to resolve incentive withholding tax queries and documentation requirements.
• Maintain accurate records of all incentive payments, withholding tax deductions, and related correspondence.

Document Management & Record Keeping

• Scan, file and disburse Certificates of Proficiency (COPs) documents.
• Maintain an organized electronic and physical filing system for contracts, certificates, and client records.
• Ensure all contractual documents are stored safely, accurately, and in accordance with company policies and regulatory requirements.
• Retrieve documents promptly when requested by authorized personnel.

Worksite Management and Support

• Ensure Worksite document verification before approval and payment.
• Follow up with the Finance Department to ensure timely processing and payment of worksites.

General Administrative Support

• Prepare reports, correspondence, and administrative documentation as required.
• Maintain accurate databases and records.
• Support audits and compliance reviews by providing required documentation.
• Perform other administrative duties as assigned by management.

• Diploma or Bachelor's Degree in Business Administration, Insurance, Finance, or a related field.
• Minimum of 2 years' experience in an administrative or insurance-related role.
• Experience in employee benefits, medical insurance, or life insurance administration is an added advantage.

• Strong organizational and administrative skills.
• Excellent attention to detail and accuracy.
• Good communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint).
• Strong record management and document control skills.
• Ability to work independently and collaboratively within a team.
• Understanding of insurance operations, compliance requirements, and advisor administration processes is desirable.

If you meet the requirements for this position, click the APPLY NOW button below to submit your application and resume by 25th June 2026. 

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