Insurance Administrative Assistant

2 weeks ago


Somerset West, South Africa PSG Konsult Full time

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:

- Somerset West, Western Cape (required)

Application Deadline: 2023/11/14



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