Assistant

1 week ago

Centurion, South Africa Marvel Placement Consultants Full time

Minimum Requirements:Minimum Grade 12.Minimum of 3 years experience in an administrative role within the long-term insurance or financial services industry.Computer literate, including advanced MS Excel.Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Essential: Own vehicle and valid Drivers License.Roles & Responsibilities:Client engagement, handling and resolving existing client enquiries to ensure satisfaction and retention.Office management and administration, including reception duties.Support Wealth Adviser with diary management and scheduling appointments.New business implementation and policy management.Execute marketing plans and support client campaigns.Gather, research, and summarise policy and product information.Arrange investment review meetings and follow-up appointments.Maintain CRM system, recording client interactions and transaction details.Rebalance and maintain existing investment portfolios.Prepare and distribute monthly/quarterly statements.Manage administrative documentation, ensuring accurate record keeping.Ensure compliance with FAIS regulations and internal policies.Monitor policy renewals, service level agreements, and deadlines.Load new and existing business policies.Build and maintain strong working relationships internally and externally.Closing Date:Submissions for this vacancy will close on 5 December 2025. Late applications may still be considered until 27 December 2025. Please Note:Thank you for submitting your CV to Marvel Placement Consultants. Should your application be successful, we will contact you. If you do not hear from us within two weeks of your application, please consider your application unsuccessful. Your details will remain on our database for possible future opportunities. PoPI Act Compliance:Marvel Placement Consultants adheres to the Protection of Personal Information Act, 2013 (Act No. 4 of 2013). Section 9 of PoPI states that "Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive."

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