Financial Advisor Assistant
2 weeks ago
Job Number
- 68932
Job Type
- Permanent
Job Title
- Financial Advisor Assistant / Administrator
Computer Skills
- MS Excel,MS Outlook,MS PowerPoint,MS Word
Industry
- Financial Services
City
- Cape Town
Province
- Western Cape
- General admin duties.
- Data capturing.
- Liaising with Insurers and clients.
- Follow up with Insurers on outstanding documents.
- Setting up appointments for Financial Advisors.
- Renewals
- Quote Comparisons
- Amendments to Policies
Desired Skills:
- Detail orientated.
- Fast learner.
- Great telephone etiquette.
- Computer literate (Word/Excel/Outlook/PowerPoint).
- Well spoken, fully bilingual (Afrikaans and English).
- Zendesk (Training will be provided).
- Able to deliver accurate work in a highpressure environment.
- General knowledge of administration of Short and Longterm insurance (Advantageous)
Inherent Requirements - Grade 12 / Matric; or similar NQF4 Qualification.
- Clear criminal record.
- Minimum 3 years experience in similar role with direct client liaison experience, data
- Must be able to speak, read and write both Afrikaans and English.
What Qualification
- Grade 12
Minimum Qualification
- Matric
Status
- Available
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