Ad is valid till: 23 August 2024
ID 919937

Broker Administrator Intern MMH240723-2

Role Purpose

Accurately capture data and process all the administrative tasks to support the sales process according to agreed standards and turnaround times.

Requirements
  • Grade 12 or equivalent qualification.
  • 1 year post Matric Qualification only.
  • Must be unemployed.
  • Must be an SA citizen.
  • Must be between the age of 18 - 34 years.
Duties and Responsibilities
  • Accurately capture and check new business documentation for errors and completeness.
  • Collate, compile and distribute documents to the required standards within defined time-frames to relevant stakeholders.
  • Attend to all queries in a professional and friendly manner in order to provide an excellent client experience.
  • Screen and route all calls received to appropriate parties.
  • Escalate faults and other housekeeping issues with the relevant stakeholders.
  • Distribute documentation to the relevant stakeholder within the agreed timeframes.
  • Perform all administrative tasks to agreed standards and ensure proper controls are kept for new business applications.
  • Provide feedback to relevant stakeholders and managers on trends, practices and breaches as per compliance requirements.
  • Keep record and provide feedback of operational metrics related to new business requests (e.g number of requests, status of requests etc.) as and when needed.
  • Keep abreast of technical product and legislative knowledge in order to advise on the most relevant and innovative client solutions, complying with governance requirements.
  • Timeously complete all administrative and reporting duties, including sales and marketing data tracking, feedback etc. related to the role within the agreed timeframes.
As an applicant, please verify the legitimacy of this job advert on our company career page.-227383768

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Finance jobs
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