Financial Services Co-ordinator
1 month ago
At Rory Mackie & Associates, we are seeking a highly skilled and organized Financial Services Co-ordinator to join our team. The successful candidate will be responsible for managing incoming calls, calendars, and appointments for our financial advisors.
Key Responsibilities:
- Manage all client queries and process client-related deliverables to completion.
- Ensure accuracy and timeliness in all client information and documents.
- Keep track of outstanding client deliverables and ensure timely completion.
- Assist with medical aid claims, gap claims, life cover claims, and short-term insurance claims.
Requirements:
- Matric or higher
- Fluent in both English and Afrikaans
- Understanding of administrative functions for the full financial planning spectrum
- A minimum of 5 years' experience in a financial planning practice
Characteristics:
- Process-focused, analytically inclined, and able to work well with people
- Self-motivated, driven, and a team-player
- Ability to interact with clients, staff, and stakeholders with a high level of competency
Technology and Systems:
- Proficient with MS Office Suite
- Service provider system knowledge beneficial
- Experience within a holistic financial planning environment required
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