Administrative Assistant
1 week ago
The Administrative Assistant is primarily responsible for performing after sales service 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**:
- Implementing new investments
- Handling withdrawals on platforms
- Handling switches and Section 14 transfers
- Compliance management (I-Comply)
- Monthly review schedules
- Interact, manage and provide effective client service
- Implement new business
- Prepare client files
- Process client queries and instructions
- Maintain the CRM system
**Minimum Requirements**:
- Matric Certificate
- Degree in relevant field (Advantageous)
- 1 - 2 years experience in wealth management or medical aid administration
- Computer literate (MS Outlook, Excel, Word, CRMs)
**Skillset Required**:
- Ability to work independently
- Initiative
- Adaptable and fast learner
- Good verbal and written communication skills
- Good administration, organisation, and planning skills
- Able to handle admin pressure
**How to apply**:
**Education**:
- High School (matric) (required)
**Experience**:
- wealth or medical aid administration: 1 year (required)
License/Certification:
- BCom or relevant Degree (preferred)
**Location**:
- Nelspruit, Mpumalanga (preferred)
Work Location: In person
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