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Insurance PA
2 weeks ago
- 2-3 years administration experience in the financial services / insurance industry is necessary, focusing on Life insurance and investments
- Relevant tertiary education or courses
- Implement client service standards set by the Head of Operations
- Handle administrative processes in Financial Planning practice(s), including transactions, inquiries, and reporting
- Act as a liaison between Financial Planner and product providers (PPs)
- Responsible for managing formal complaint resolution processes
- Serve as the main point of contact for clients to ensure efficient delivery of their needs
- Adhere to the principles of Treating Customer Fairly
- Collect and prepare all client-related information and documentation for engagements with insurance clients
- Manage FICA and AML processes during client onboarding
- Ensure accuracy and completeness of transition documentation and new business transactions
- Handle intermediary appointment notes for relevant PPs
- Supervise new business applications and underwriting processes
- Provide ongoing support to Financial Planner and clients
- Collaborate with the Client Relationship Managers (CRMs) for complete pre-population of mandates and applications
- Use XPlan for all instructions to Portfolio Managers (PM) and CRMs
- Prepare client portfolios using Astute and/or product provider information
- Ensure accuracy of XPlan Policy Schedules
- Manage client data on XPlan and Integrated Wealth Planning systems
- Handle communication with clients and manage records using XPlan
- Have a comprehensive understanding of NAV information to support the Financial Planner
- Monitor personal KPIs on NAV
- Seek guidance from the Operations Manager when needed
- Work closely with the Financial Planner on all NAV data
- Assist in organizing client events and enhance client relationships
- Support general office management including reception, facilities, and stationery
- Ensure timely orders for office supplies to avoid shortages
- Understanding of the Financial Services Industry
- Knowledge of FAIS and FICA legislation
- Effective verbal and written communication skills
- Customer-centric approach with high energy and focus on relationships
- Detail-oriented and highly organized
- Proactive and able to prioritize tasks
- Collaborative and a team player
- Creative problem-solving skills to address client needs
- Maintain confidentiality and professionalism
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Office Manager
2 weeks ago
Cape Town, Western Cape, South Africa FROGG Recruitment Full timeOffice Manager - PA Cape Town CBDOur Client a reputable Small Business Recruitment Company in Cape Town CBD is looking for an Experience Office Manager / PA with 5 years' Experience and someone that can deal with Stress and Pressure Constructively.Salary is up to R 25000 pm - Hours are from 8am to 6pm (1-hour lunch in between) Mon - FriRequirements: Matric...
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Executive Pa
2 weeks ago
Cape Town, Western Cape, South Africa RMV Solutions Pty Ltd Full timeAn esteemed Property Fund enterprise is presently in search of an Executive Personal Assistant. The desired qualifications for this role include a minimum of 3-5 years of experience as an Executive Assistant, Paralegal Assistant, or Conveyancing Secretary.Job PurposeTo provide comprehensive administrative and legal support to the Executives.Key Performance...
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Executive Pa
2 weeks ago
Cape Town, Western Cape, South Africa FPG Property Management Full timePURPOSE OF JOBTo offer full administrative support, secretarial and legal assistance to the Executives.KEY PERFORMANCE AREAS Manage, coordinate and maintain calendar of all Executives including appointments, meetings and travel. Responsible for organising of internal and external meetings on behalf of the Executives ensuring all necessary requirements are...
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Customer Service Manager
2 weeks ago
Cape Town, Western Cape, South Africa Ikusasa Recruitment Group Full timeOur client is looking for a customer service manager who has with 5 years' experience in short term insurance industry with 2-3 years managing staff with an extensive knowledge of short Term Insurance to manage a team of service consultantsSalary R pa plus Incentives plus pension plus medical plus Incentives plus 13th ChequeExperience and Qualifications...
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Mortgage Administrator
2 weeks ago
Cape Town, Western Cape, South Africa VA Central Ltd Full timeJob descriptionAre you looking for an exciting career in property? Our client has a reputation for excellence in the Residential Sales sector and an opening has arisen for an Assistant to work within its team.The role will include the following duties: (This list is not exhaustive) Data input of factfinds and preparing of mortgage and insurance suitability...
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Portfolio Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Trafalgar Property Management (Pty) Ltd Full timeDuties & Responsibilities Daily management of trust funds and investment funds Ensuring that all complexes within the portfolio are insured and premiums are paid on time Continuous enhancement of knowledge of SA property laws Ensuring that compliant contractors are servicing the complexes and are paid timeously Awareness of all transfer of units within the...
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Fleet Coordinator
2 weeks ago
Cape Town, Western Cape, South Africa City of Cape Town Full timeELIGIBILITYCLOSING DATEREFERENCE NUMBERWS 72/23SALARYR R PADEPARTMENTCommercial ServicesDIRECTORATEWATER AND SANITATION Fleet CoordinatorRequirements: Minimum Grade 12 (Senior Certificate) Minimum of 2 to 3 years' relevant experience in Fleet Management Valid Driver's License Min Code B required Computer literacy, experience in MS Office Applications and...
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Cape Town, Western Cape, South Africa TrudyQ Consulting Full timeMinimum Requirements Minimum of 3 years' experience within a PA/Sales Support Administrator/Coordinator role Relevant Marketing/Business Administration Qualification (preferred) Experience within the Real Estate/Property Industry advantageous MSSuite Office Applications: Intermediate - Advanced Level Social Media (LinkedIn, Facebook, IG) and Software...
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Uwm 17/23 Assistant Professional Officer
2 weeks ago
Cape Town, Western Cape, South Africa City of Cape Town Full timeELIGIBILITYSuitably QualifiedCLOSING DATEREFERENCE NUMBERUWM 17/23 ExtSALARYR pa - Basic Salary DEPARTMENTFinance and CapitalImplementationDIRECTORATEURBAN WASTEMANAGEMENTUWM 17/23 Assistant Professional Officer - AssetManagementRequirements: National Diploma, B Tech or Degree Minimum of 2 years' relevant experience in financialenvironment as per KPA's below...
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F2f Team Assistant
2 weeks ago
Cape Town, Western Cape, South Africa OUTsurance Full timeCompany DescriptionOUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other...
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Compliance And Office Manager Support
2 weeks ago
Cape Town, Western Cape, South Africa Surgo Full timeOur client is an established venture capital investment manager that accelerates the international expansion of African innovation-driven businesses by leveraging Knowledge, Networks and Funding. Based in Observatory, Cape Town, they are recruiting for a Compliance and Office Manager/Support to join their team soonest.Job Purpose: The successful candidate...
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Head of Project Finance
2 weeks ago
Cape Town, Western Cape, South Africa EarthStream Full timeJob Details:Sector: Renewable EnergyLocation: Cape TownJob Ref: PR/118963_ Job Type: PermanentSalary: ZAR ZAR per annum per yearExpiry Date: 21 July 2023Contact: Lee Bishop-Start Date: ASAPWe are seeking a Head of Project Finance, based in Cape Town (possibly Johannesburg) working for an international energy solutions provider.Reporting to the CFO, you will...
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Experienced Construction Bookkeeper
2 weeks ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeSagen Advisory Recruitment Company has an opportunity for an experienced Bookkeeper with a background in Construction, to join an established construction management business in Century City, Cape Town.This team of Built Environment professionals manages and monitors all phases of any construction project, including the organization of the required resources...
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Financial Assistant
2 weeks ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeSagen Advisory Recruitment Company has an opportunity for an experienced Snr Bookkeeper or Jnr Accountant to join an established construction management business in Century City, Cape Town, as a Financial Assistant.This team of Built Environment professionals manages and monitors all phases of any construction project, including the organization of the...
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Actuarial Product Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Affirmative Portfolios Full timeInsuranceCape Town***: ACTUARIAL PRODUCT SPECIALIST - AFRICA - CPT (BELLVILLE) - HYBRID - up to R900k paLOCATIONThe position is based at Cape Town offices at Parc du Cap in Bellville.INTRODUCTIONThe incumbent will play a key role in the Product Development team servicing the Africa Segment at the Bellville office.ROLE PURPOSEThe purpose of this role is to...
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Personal Assistant
2 weeks ago
Cape Town, Western Cape, South Africa Recru-it Full timeRequirements: Grade 12 or equivalent qualification. Office administration, secretarial, or equivalent qualification. 5-6 years' relevant experience. Exposure to supporting a manager or team. Experience in supporting a marketing team (desirable). Exposure to the insurance industry (desirable). Individuals must have PA related experience (essential). Duties...
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Financial Controller
2 weeks ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeA large, diversified office automation business with offices and reach across South Africa, is looking to employ an experienced financial controller to be based at their Cape Town offices. This is an exciting and challenging role as the incumbent will be responsible for the finance functions of the divisions, but also drive more analytical and operational...
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Application Support Analyst
2 weeks ago
Cape Town, Western Cape, South Africa Momentum Life Full timeIntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards program), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations.Role PurposeThe ASA will also be responsible...
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Personal Assistant
2 weeks ago
Cape Town, Western Cape, South Africa The Recruiters Full timeTitle:Personal Assistant - R20k/month (neg) - Cape Town - Perm - Start asap - Open to all:Salary: R20 000Description: Our client in Cape Town is looking to employ a wellspoken Executive PA who will work independently, exercising initiative, discretion and judgment and makes appropriate decisions within the scope of assigned responsibility in support of the...
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Insurance PA
1 month ago
Cape Town, South Africa Adzuna ZA B C2 Full timeQualifications and Experience2-3 years administration experience in the financial services / insurance industry is required : Life cover and investmentsRelevant tertiary education or courses.The PA supports the Financial Planner in providing the required levels of client services to insurance clients. The PA is part of a regional team and is encouraged to...
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Insurance PA
1 month ago
Cape Town, South Africa Ultra Personnel Full timeQualifications and Experience2-3 years administration experience in the financial services / insurance industry is required : Life cover and investmentsRelevant tertiary education or courses.The PA supports the Financial Planner in providing the required levels of client services to insurance clients. The PA is part of a regional team and is encouraged to...
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Insurance PA
4 weeks ago
Cape Town, South Africa Ultra Personnel Full timeQualifications and Experience 2-3 years administration experience in the financial services / insurance industry is required : Life cover and investmentsRelevant tertiary education or courses.The PA supports the Financial Planner in providing the required levels of client services to insurance clients. The PA is part of a regional team and is encouraged to...
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Insurance PA
4 weeks ago
Cape Town, South Africa Ultra Personnel Full timeQualifications and Experience2-3 years administration experience in the financial services / insurance industry is required : Life cover and investmentsRelevant tertiary education or courses.The PA supports the Financial Planner in providing the required levels of client services to insurance clients. The PA is part of a regional team and is encouraged to...
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Insurance PA
4 weeks ago
Cape Town, South Africa Ultra Personnel Full timeQualifications and Experience 2-3 years administration experience in the financial services / insurance industry is required : Life cover and investmentsRelevant tertiary education or courses.The PA supports the Financial Planner in providing the required levels of client services to insurance clients. The PA is part of a regional team and is encouraged to...
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Insurance PA
4 weeks ago
Cape Town, South Africa Adzuna ZA B C2 Full timeQualifications and Experience2-3 years administration experience in the financial services / insurance industry is required : Life cover and investmentsRelevant tertiary education or courses.The PA supports the Financial Planner in providing the required levels of client services to insurance clients. The PA is part of a regional team and is encouraged to...
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Office Manager
4 weeks ago
Cape Town, South Africa FROGG Recruitment Full time**Office Manager - PA Cape Town CBD** Our Client a reputable Small Business Recruitment Company in Cape Town CBD is looking for an Experience Office Manager / PA with 5 years’ Experience and someone that can deal with Stress and Pressure Constructively. **Salary is up to R 25000 pm - Hours are from 8am to 6pm (1-hour lunch in between) Mon -...
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Insurance Specialist
2 weeks ago
Cape Town, South Africa YuLife Full time**About us**: At YuLife we're transforming products once focused on death and illness into ones that inspire life and reward living — turning old-fashioned employee perks into life-enhancing benefits. We are explorers, dreamers and innovators. We’re on a journey to build the best platform in the world, but we can’t do it without people like you,...
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Insurance Specialist
2 weeks ago
Cape Town, South Africa YuLife Full time**About us**: At YuLife we're transforming products once focused on death and illness into ones that inspire life and reward living — turning old-fashioned employee perks into life-enhancing benefits. We are explorers, dreamers and innovators. We’re on a journey to build the best platform in the world, but we can’t do it without people like you,...
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Mortgage Administrator
4 weeks ago
Cape Town, South Africa VA Central Ltd Full time**Job description** Are you looking for an exciting career in property? Our client has a reputation for excellence in the Residential Sales sector and an opening has arisen for an Assistant to work within its team. **The role will include the following duties: (This list is not exhaustive)** - Data input of factfinds and preparing of mortgage and insurance...
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Legal Assistant/pa to CEO
3 weeks ago
Cape Town, South Africa Curiska (Pty) Ltd Full time**Minimum Requirements**: - Grade 12 and / or similar qualification. - At least 5 (five) years of experience as a Personal Assistant to a Senior Manager. - Relevant Tertiary qualification will be an added advantage. - Must be competent in MS Office. - Must be in possession of a valid driver's licence and have own reliable transport. - Must be proficient in...
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Executive Pa
2 months ago
Cape Town, South Africa FPG Property Management Full time**PURPOSE OF JOB** To offer full administrative support, secretarial and legal assistance to the Executives. **KEY PERFORMANCE AREAS** - Manage, coordinate and maintain calendar of all Executives including appointments, meetings and travel. - Responsible for organising of internal and external meetings on behalf of the Executives ensuring all necessary...
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Fleet Coordinator
4 weeks ago
Cape Town, South Africa City of Cape Town Full timeELIGIBILITY CLOSING DATE 28.04.2023 REFERENCE NUMBER WS 72/23 SALARY R313 011 - R345 429 PA DEPARTMENT Commercial Services DIRECTORATE WATER AND SANITATION Fleet Coordinator **Requirements**: - Minimum Grade 12 (Senior Certificate) - Minimum of 2 to 3 years’ relevant experience in Fleet Management - Valid Driver’s License - Min Code B...
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Customer Service Manager
3 weeks ago
Cape Town, South Africa Ikusasa Recruitment Group Full timeOur client is looking for a customer service manager who has with 5 years’ experience in short term insurance industry with 2-3 years managing staff with an extensive knowledge of short Term Insurance to manage a team of service consultants Salary R650 000-00 pa plus Incentives plus pension plus medical plus Incentives plus 13th Cheque **Experience and...
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Customer Service Team Manager
2 weeks ago
Cape Town, South Africa Ikusasa Recruitment Group Full timeOur client is looking for a customer service manager who has with 5 years’ experience in short term insurance industry with 2-3 years managing staff with an extensive knowledge of short Term Insurance to manage a team of service consultants Salary R650 000-00 pa plus Incentives plus pension plus medical plus Incentives plus 13th Cheque **Experience and...
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Construction - Personal Assistant
4 weeks ago
Cape Town, South Africa Wenz Recruitment Full timeA prominent Construction Company in Cape Town is seeking an experienced Personal AssistantWorking hours are from 8 am 17:00 pmDirectors AdministrationEnsure that all personal RICA information is up to date.All medical-related tasks are to be processed on their behalf.Effectively resolve any telecommunication-related problems that occur.When required, all...
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Construction - Personal Assistant
1 month ago
Cape Town, South Africa Wenz Recruitment Full timeA prominent Construction Company in Cape Town is seeking an experienced Personal AssistantWorking hours are from 8 am 17:00 pmDirectors AdministrationEnsure that all personal RICA information is up to date.All medical-related tasks are to be processed on their behalf.Effectively resolve any telecommunication-related problems that occur.When required, all...
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Portfolio Administrator
2 months ago
Cape Town, South Africa Trafalgar Property Management (Pty) Ltd Full timeDuties & Responsibilities - Daily management of trust funds and investment funds - Ensuring that all complexes within the portfolio are insured and premiums are paid on time - Continuous enhancement of knowledge of SA property laws - Ensuring that compliant contractors are servicing the complexes and are paid timeously - Awareness of all transfer of units...
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Quotes/admin Risk Administrator
4 days ago
Cape Town, South Africa YuLife Full time**About us**: At YuLife we're transforming products once focused on death and illness into ones that inspire life and reward living — turning old-fashioned employee perks into life-enhancing benefits. We are explorers, dreamers and innovators. We’re on a journey to build the best platform in the world, but we can’t do it without people like you,...
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Executive Personal Assistant
3 weeks ago
Cape Town, South Africa Metropolitan Life Full time**Introduction** Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security. Metropolitan provides financial wellness...