This consultancy works with startups, SMEs, and scaling businesses to transform their workforce. Services: The group provides HR support, recruitment, and organizational structure development to help companies build high-performing teams and manage people effectively.
Job overview
- We are currently seeking an Advisor Assistant to join their team in Irene, Centurion. The successful candidate will have a minimum of 3 years’ experience in an administrative role within the financial services or long-term insurance industry and will be instrumental in supporting client engagement, office administration, and new business implementation.
Requirements
- Minimum Grade 12.
- Minimum of 3 years’ experience in an administrative role within the long-term insurance or financial services industry.
- Computer literate, including advanced MS Excel.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Essential: Own vehicle and valid Driver’s License.
Responsibilities
- Client engagement, handling and resolving existing client enquiries to ensure satisfaction and retention.
- Office management and administration, including reception duties.
- Support Wealth Adviser with diary management and scheduling appointments.
- New business implementation and policy management.
- Execute marketing plans and support client campaigns.
- Gather, research, and summarise policy and product information.
- Arrange investment review meetings and follow-up appointments.
- Maintain CRM system, recording client interactions and transaction details.
- Rebalance and maintain existing investment portfolios.
- Prepare and distribute monthly/quarterly statements.
- Manage administrative documentation, ensuring accurate record keeping.
- Ensure compliance with FAIS regulations and internal policies.
- Monitor policy renewals, service level agreements, and deadlines.
- Load new and existing business policies.
- Build and maintain strong working relationships internally and externally.
Method of Application
Meet the qualifications? Apply now at Marvel Placement Consultant on webapp.placementpartner.com