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Financial Services Assistant

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Vredenburg, Western Cape, South Africa The Recruitment Council Full time
Company Overview:
The Recruitment Council is a leading recruitment agency specializing in financial services. Our team of experts provides tailored solutions to meet the unique needs of our clients. As an Adviser Assistant, you will play a vital role in supporting our advisers in delivering exceptional customer service and ensuring all policies are accurately issued and managed.

Responsibilities:
  1. Support advisers in client interactions, providing expert advice and guidance where necessary
  2. Develop and maintain accurate records of client interactions and policy details
  3. Collaborate with internal stakeholders to ensure seamless policy issuance and management
  4. Stay up-to-date with industry developments and best practices, applying this knowledge to improve processes and outcomes

Requirements:
  1. NQF4 or NQF 5 in short-term insurance
  2. Relevant short-term insurance administration experience and knowledge
  3. Excellent communication and interpersonal skills
  4. Proficient in MS Office