Half Day Admistrator (Insurance)

Half Day Admistrator (Insurance)
Company:

Helderberg Personnel


Place:

Gauteng


Area:

Secretary

Half Day Admistrator (Insurance)

Details of the offer

Reference: SW002100-LN-1 An independent financial advisory firm based in Somerset West has a vacancy for a half day Personal Assistant to a Financial Advisor. Working hours will be 8:00 to 13:00. Main duties and responsibilities include: Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers (extensive typing); Assisting the financial advisor in her job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data, updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies; Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; Update commission sheets; Preparation of the necessary presentations, investment summaries and documentation for client review meetings. Experience and knowledge required: Grade 12 (NQF Level 5 Wealth Management / Financial Planning would be advantageous); Minimum 2 years' experience as a financial advisor assistant in investments and long term insurance with multiple service providers; Fully Bilingual in Afrikaans & English; Must have own transport; Ability to work under pressure and meet deadlines; Methodical, detailed and organised work style; Professional Appearance; Excellent Communication Skills; Team player and can take initiative; Proactive with a sense of urgency; People Orientated; Thorough knowledge of FIC and FAIS legislation would be advantageous. Hours: Half day (8:00 to 13:00) R 10000 - 12000


Source: Adzuna_Ppc


Area:

  • Administrative - Office / Secretary

Requirements