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Financial Advisor Assistant
4 weeks ago
The Financial Advisors assistant is responsible for the after sales service to customers contributing to ongoing customer relationship
The focus of the role is to provide quality service, retain clients and to retain the client
The role requires you to have excellent client relationship management skills and office admin skills
You must reside in klerksdorp
- General administrative duties
- Assist Broker with tasks
- Prepare client files
- Process client queries and instructions
- Administer all products
- Available to assist clients 24/7
- Able to navigate and assist clients on CRM systems
**Qualifications**
Grade 12 qualification
RE 5 with Full Qualification / 120 FAIS Credits
5+ years relevant work experience within the short-term insurance industry
Proficient in both spoken and written Afrikaans and English
Computer literacy (MS Office)
**Salary**: R14 000,00 - R16 000,00 per month
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