Broker Support Assistant
2 weeks ago
Seeking an individual, preferably with experience in the Financial Services Industry, to join one of our teams as a Support Assistant. The purpose of the position is to deliver exceptional administration support with the goal to secure new clients and servicing our existing client base.
Responsibilities:
- Manage flow of work enquiries (Instructions, queries, requests)
- Log and resolve queries ad provide feedback as soon as possible
- Processing of instructions
- Manage all inbound calls from providers, broker and our administration office
- Work collaboratively with IFAs and all relevant stakeholders
- Submit, track, and give feedback on any instructions to Advisor and Team Leader
- Maintain turnaround times on all administrative tasks
- Understand the changing servicing needs of Advisors
- Build strong relationships with internal and external stakeholders.
- Be supportive in offering assistance to the Adviser and Team Leader
- Data capturing on internal CRM system
- General admin support
- Matric is essential
- Computer literacy (Microsoft office - word, excel, Internet)
- Problem Solving
- Team Player
- Attention to detail.
- Pro active
- Ability to work under pressure and time constraints.
- Good Communication skills (verbal & written)
- Ability to work independently & a positive team player.
- Competency in Microsoft applications including word, excel, and outlook.
- Able to work comfortably in a fast-paced environment.
- Must be presentable in dress code especially when in front of clients
- Good Time Management
- Drivers license required with own car
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