Administrative Assistant
2 weeks ago
**Job description**:
The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.
**Responsibilities**:
- Interact, manage and provide effective client service
- Prepare and finalise commission statements
- Implement new business
- Prepare risk and investment quotes
- Prepare client files
- Process client queries and instructions
- Administer all products
- Coordinate prospect projects
- Research product information
- Maintain the CRM system
**Minimum requirements**:
- Grade 12 / NQF4 qualification
- RE 5
- 2 - 3 years relevant work experience within the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
**Competencies required**:
- Resilient
- Teamwork
- Organising and planning
- Client service orientation
- Attention to detail
**Education**:
- High School (matric) (required)
**Experience**:
- Administration in financial Services: 2 years (required)
License/Certification:
- RE 5 (required)
Application Deadline: 2023/08/18
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