Administrative Assistant
Key performance areas:
- Do administration with regard to new and existing business
- The preparation, summary and administration of quotations
- Capturing of clients new / altered business details
- Capturing of details on to business register
- Ensure that FICA and FAIS documentation has been received
- Follow up on outstanding matters
- Assist with medical aid administration for individual clients and corporate clients
- Ensure data integrity in order to maintain correct information at all times
- Handle queries timeously and effectively
- Ensure that new clients information are updated on the system and existing clients changes are captured
- Assist broker with instructions received and ensure that broker is kept up to date with progress
- Organizing of relevant training with product providers
The successful candidate must have:
- Matric with 3 – 5 years experience insurance, investment or asset management environment OR a degree in finance
- Current / previous work experience at a financial advisory company will be advantageous
- Experience on any CRM system preferably Spotlight or Elite Wealth Database systems would be an advantage
- Must be methodical and well organize
- Must be willing to work in a team
- Highly computer literate
- Excellent communication skills – both verbal and written – fully bilingual
- Ability to work under pressure – confident personality
