Job vacancy for an administrative assistant in Flagstaff, Eastern Cape.
Job responsibilities:
- 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.
Job requirements:
- 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.
