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Administrative Assistant Cape Town

4 months ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Job Purpose:

Responsibilities:

  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handle and solve client enquiries (all existing business enquiries)
  • Diary management for new and existing business cases
  • Diary management for Wealth Adviser
  • Arrange appointments between Wealth Managers and Clients
  • Prepare investment review appointments
  • Maintain CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relationships
  • Record details of transactions
  • Maintain Service Level agreement deadlines
  • Manage policy renewals
  • Ensure FAIS Compliance
  • Load new/existing business policies

Requirements and skills:

  • Matric
  • Diploma advantageous
  • Experience in financial services industry, specifically admin
  • Strong proficiency in Microsoft word and excel
  • Good attention to detail
  • Proactive and enthusiastic
  • Time management with the ability to work under pressure to tight deadlines
  • Excellent interpersonal skills