Insurance Administrative Assistant

To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration

**Responsibilities**:
**Office administration**:

- Purchase/ order general supplies
- Petty Cash
- Organize couriers
- Attend to client follow up calls when required in relation to seminar and function attendance.
- Manage Adviser diaries

**Reception duties**:

- Answering/redirecting all incoming calls, taking messages.
- Boardroom meeting reservations
- Meet and greet all clients and visitors to the office
- Make tea and coffee for clients
- Arrange appointments with clients or prospects on behalf of Adviser

**Client administration**:

- Ensure adequate knowledge of product provider websites and contact numbers
- Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
- Prepare prospective client files as needed
- Prepare and file new customer files as needed
- Generate investment statements/tax certificates as required
- Ensure all documents are loaded on the electronic system

**Other Responsibilities**:

- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Diary management
- Reporting of new business statistics
- Preparation of insure review appointments
- Maintaining CRM system

**Skills sets required**:

- Client services and telephone etiquette
- Team-player
- Time management skills
- Resilient
- Teamwork
- Organising and planning
- Client service orientation
- Attention to detail

**Minimum requirements**:

- Grade 12 qualification
- 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)

**Recommended requirements**:

- RE5

**Experience**:

- Administrative office procedures, practices and equipment: 3 years (preferred)

License/Certification:

- RE5 (preferred)

Ability to Commute:

- Malmesbury, Western Cape (required)

Application Deadline: 2023/11/14