Office Assistant
3 weeks ago
**Job description**:
The Office assistant will be responsible to provide administrative assistance.
**Responsibilities**:
- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
**Minimum requirements**:
- Grade 12
- 1 year relevant work experience within the financial services industry
- Proficient in both spoken and written Afrikaans & English
- Office administration/receptionist experience required
- Computer Literate (MS Outlook, Excel, Word)
- Good administration, organisation, and planning skills
- Well-spoken and presentable.
- Good people and communication skills.
- Highly reliable, adaptable and resilience.
**Competencies required**:
- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player
Application Deadline: 2023/04/03
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