Finance Admin Assistant

**Job Summary**:
**Key Responsibilities**:

- **Administrative Support**:

- Perform all admin tasks delegated by the Client Relationship Manager and Compliance Officer.
- Serve as the point of contact for client inquiries, providing timely and professional responses.
- Manage and organize client files, ensuring all documents are accurately filed and accessible for compliance and audit purposes.
- **Client Instructions and Applications**:

- Execute client instructions accurately and promptly, including adjustments to accounts, policy updates, and related tasks.
- Process changes and cancellations in line with client requests, ensuring compliance with company and industry policies.
- **Quotes and Sourcing**:

- Source and compare quotes for insurance, investments, and other financial products as requested by the client relationship team.
- Collaborate with insurance providers, brokers, and other financial service providers to secure the best rates and options for clients.
- **Compliance and Record-Keeping**:

- Assist the Compliance Officer in maintaining up-to-date client records, ensuring all required documentation is collected and organized.
- Regularly review files to ensure they meet compliance standards as per FSCA regulations in South Africa.
- Prepare and submit compliance reports as directed by the Compliance Officer.
- **Client Interaction and Follow-Up**:

- Coordinate client meetings and ensure meeting notes are accurately documented and action items are followed up.
- Engage with clients to confirm receipt of instructions and keep them updated on the status of their requests.
- Assist clients with form completion and documentation requirements, answering questions, and clarifying details as needed.
- **System and Database Management**:

- Update client information in the CRM system, maintaining accuracy across databases.
- Ensure all digital records are regularly backed up and secure, following company data protection policies.
- Compile and analyze data for monthly reports, tracking key metrics for the team.
- **General Office Support**:

- Manage office supplies related to client documents, printing, and mailing needs.
- Provide additional administrative support as required, including scheduling, scanning, filing, and general office tasks.

**Qualifications and Skills**:

- **Education**: Minimum of a high school diploma; a diploma or certificate in business administration or finance is a plus.
- **Experience**: Prior administrative experience in financial services, insurance, or a related field preferred.
- **Skills**:

- Strong attention to detail and high level of accuracy.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Familiarity with financial industry software or CRM systems is advantageous.
- Ability to multitask and prioritize effectively in a fast-paced environment.

**Key Attributes**:

- Proactive and self-motivated with a strong sense of responsibility.
- Customer-focused with a commitment to providing excellent service.
- High level of integrity, maintaining confidentiality and professionalism at all times.

**Why Join Us?**
- Be part of a supportive and collaborative team within a growing financial services company.
- Gain valuable experience in the financial services industry, working with experienced professionals.
- Opportunities for professional growth and development in a dynamic, client-centered environment.

**Job Types**: Full-time, Permanent

Pay: R12 000,00 - R17 000,00 per month

Application Question(s):

- Have you worked for a financial planner before?
- What are the differences between content insurance, life insurance and a retirement annuity?

**Experience**:

- Short Term Insurance Admin: 5 years (required)
- Life insurance and Retirement Annuity admin: 5 years (required)

**Language**:

- Afrikaans (required)
- English (required)

License/Certification:

- Driver's Licence (preferred)

**Location**:

- Brackenfell, Western Cape (preferred)

Willingness to travel:

- 25% (preferred)

Application Deadline: 2024/11/29
Expected Start Date: 2025/02/03