Adviser Assistant

2 weeks ago


South Africa The Recruitment Council Full time

Are you a detail-oriented individual with a passion for financial services? We have an exciting opportunity for an Adviser Admin Assistant at a leading Financial Services firm.

The Adviser Admin Assistant is primarily responsible for performing after-sales service offerings to customers, thereby contributing to the ongoing customer relationship.

The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.

The role needs excellent client relationship management and office administrative skills.

Responsibilities:
General administrative duties.
Assist Broker with tasks.
Prepare client files.
Process client queries and instructions.
Administer all products.
Available to assist clients 24/7.Able to navigate and assist clients on CRM systems.

Experience and Qualifications:
Grade 12 qualification.

RE 5.Certificate in Short-Term Insurance (150 Credits).5+ years of relevant work experience within the short-term insurance industryProficient in both spoken and written Afrikaans and English.

Computer literacy (MS Office).

Competencies:
Efficient and accurate.
Teamwork.
Great multi-tasker.
Organising and planning.
Perform well under pressure.
Client service orientation.
Attention to detail.
#J-18808-Ljbffr

  • South Africa The Recruitment Council Full time

    Job Purpose:To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.Responsibilities:Liaising with clientsPreparing quotations for new and existing clientsIssuing new policies, renewals, and endorsementsBuilding and maintaining good working relationships with clients and internal...


  • South Africa The Recruitment Council Full time

    Are you a seasoned Commercial Insurance Adviser seeking the next big opportunity in your career?Our esteemed client, a leading player in the Financial Services sector, is on the lookout for talented professionals to join their dynamic team. The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will...


  • South Africa Absa Bank Full time

    Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Grahamstown posted on Posted 2 Days Ago job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the...


  • South Africa 1075 Absa Ins & Fin Advise(Pty Full time

    Financial Adviser AIFA (FAIS) Pipelining page is loaded Financial Adviser AIFA (FAIS) Pipelining Apply locations Lephalale time type Full time posted on Posted Yesterday job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a...


  • South Africa Absa Group Limited Full time

    Job Description:Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).(ads1)Job Responsibilities:Verify that all the PRI numbers reconcile to the commission paid and reflected on the statementsEnsure that staff members where applicable, i.e. Planner Assistants...


  • South Africa All Star Placements Full time

    We have positions available for Assistant Silo Managers throughout the Free State province.To qualify for these positions candidates require: National Senior Certificate. All relevant grading and fumigation courses. Certificate in Management/Leadership.At least three years of experience in the Grain Industry with knowledge and experience in: crop estimates,...

  • Shop Assistant

    2 weeks ago


    South Africa Toys R Us And Babies R Us South Africa Full time

    IntroductionRetail Shop AssistantWelcome to the Toys R Us world of awwwesome, where we want your little ones imaginations to run freeToys R Us and Babies R Us are well established international brands. Commonly referred to as the "World's Greatest Toy Stores", Toys R Us SA currently boasts 60+ physical stores, two of which are located in Namibia, botswana...


  • South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes...


  • South Africa Worcester Polytech Full time

    Assistant Director of Admissions page is loaded Assistant Director of Admissions Apply remote type Hybrid (Remote & On-site) locations Worcester time type Full time posted on Posted 4 Days Ago job requisition id R JOB TITLEAssistant Director of AdmissionsLOCATIONWorcesterDEPARTMENT NAMEAdmissions OperationsDIVISION NAMEWorcester Polytechnic Institute -...


  • South Africa Worcester Polytech Full time

    Assistant Director of Admissions page is loaded Assistant Director of Admissions Apply remote type Hybrid (Remote & On-site) locations Worcester time type Full time posted on Posted 4 Days Ago job requisition id R JOB TITLEAssistant Director of AdmissionsLOCATIONWorcesterDEPARTMENT NAMEAdmissions OperationsDIVISION NAMEWorcester Polytechnic Institute -...


  • South Africa Headhunters Full time

    Our client in the Automotive / Dealership industry, based in Uitenhage (38 kms from Port Elizabeth), is currently looking to employ an experienced Administrative Assistant.An exciting career opportunity awaits youRequirements:Driver's License essential. Matric qualification essential. Minimum 3 years' experience working in a dealership environment.Computer...


  • South Africa Headhunters Full time

    Our client in the Automotive / Dealership industry, based in Uitenhage (38 kms from Port Elizabeth), is currently looking to employ an experienced Administrative Assistant.An exciting career opportunity awaits you Requirements: Driver's License essential. Matric qualification essential. Minimum 3 years' experience working in a dealership...


  • South Africa Dis-Chem Pharmacies Full time

    Dis-Chem Pharmacies' The Pearls has an opportunity available for a Pharmacist Assistant Basic Qualified to join the team. The main purpose of this role will equip learners to understand the underlying principles of all of the major areas related to the pharmaceutical environment and promoting the notion of quality lifelong learning.Minimum...

  • Training Assistant

    2 weeks ago


    South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Bellville, Western Cape, South Africa Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly....


  • South Africa Headhunters Full time

    Requirements:Driver's License essential. Matric qualification essential. Minimum 3 years' experience working in a dealership environment.Computer literate Word, Excel & Outlook.Automate/Evolve Experience.Preference will be given to candidates residing in UitenhageResponsibilities, but not limited to:Maintaining recordsReconcile Petty Cash received.Process to...

  • Stock Controller

    2 weeks ago


    South Africa Headhunters Full time

    Requirements:Driver's License required. Matric qualification required. Minimum 3 years experience working in Automotive environment.Computer literate Word, Excel & Outlook.Multi-tasking and Time Management skills.Team player. Automate / Evolve experienceAttention to detail.Responsibilities, but not limited to:To ensure stock takes are done weekly in...


  • South Africa Riseup Management Full time

    Key Responsibilities:Keep abreast of discipline developments, new technology and techniques.Carry out technical investigations, including development of computer programs, produce technical reports as and when required.Ensure that the requirements of Licensor's / Client's Secrecy Agreements are known and complied with in the work performed.Ensure that the...


  • South Africa Sanlam Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Personal Assistant: RA SanlamConnect Intermediaries Cape Region (Bellville) (PG 06)Location: Bellville, Western Cape, South Africa Who are we? Sanlam, is dedicated to supporting, growing and empowering clients...

  • Accountant Ca(Sa)

    2 weeks ago


    South Africa Accounting & Financial Advisory Full time

    To prepare, maintain and review a full set of Consolidated Financial Management Accounts, monthly and quarterly as required.Assist with the preparation of the Group consolidated Annual Financial StatementsRegular market analysis of competitor results and Annual Financial Statements.Maintain the group accounting and reporting systems, ensuring consistency,...


  • South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Personal Assistant: RA SanlamConnect Intermediaries Cape Region (Bellville) (PG 06)Date: 23 May 2024Location: Bellville, Western Cape, South Africa Who are we? Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and...