Insurance Administrator

2 weeks ago


Paarl, Western Cape, South Africa Vine Recruitment Full time

Are you looking for a new challenge in the financial services industry? Our client, based in Paarl, is a well-established company seeking an **Insurance Administrator / Personal Assistant** to join their dynamic team.



Requirements:
- Matric qualification with a minimum of 5 years' experience as a Personal Assistant in the Financial Services sector,
- Alternatively, a B-degree with at least 2 years' experience as a Personal Assistant in a similar industry,
- Proficiency in basic to intermediate MS Office skills,
- Strong communication abilities in both Afrikaans and English,
- Exceptional interpersonal, time management, and organizational skills,
- Ability to work autonomously, juggling multiple tasks efficiently,
- Proficient in following established procedures,
- Must have own transport and mobile phone.

Responsibilities:
- Manage electronic diaries and schedule the advisor's appointments,
- Prepare reports, presentations, and various documents,
- Organize meetings, events, and handle client inquiries,
- Maintain client relationships and database records,
- Ensure compliance with regulations in client file preparation,
- Coordinate with colleagues and suppliers when necessary,
- Assist in client consultations and provide financial planning recommendations,
- Foster professional client relationships and offer comprehensive financial advice,
- Analyze financial information and implement planning recommendations,
- Monitor and oversee financial planning practices, compliance, and marketing opportunities.

If you are a proactive, organized individual with a passion for the financial industry, this role could be perfect for you. Join a forward-thinking company and make a significant impact on clients' financial well-being.

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