Assistant Portfolio Manager MMH251014-3
1 week ago
Role Purpose
Development and implementation of Guadrisk's strategic initiatives.
Requirements
Post Matric Qualification
Computer Literacy (MS Word, Outlook and Excel)
FAIS Representative
3 years' experience in a similar role
Duties and Responsibilities
Prepare draft guarantee wordings
Prepare draft policy wordings
Prepare draft endorsements
Preparing new guarantee packs for signature
Processing of signed guarantee pack
Getting policy wordings signed at underwriting
Arranging for delivery/collection of new guarantees
Keeping guarantee register up to date
Keeping CIMS up to date
Initial fielding of statement queries (passing them onto finance)
Setting up meetings with current clients
Setting up monthly service meeting with brokers
Setting up meetings with prospective clients
Sending out monthly statements
Sending out monthly invoices
Requesting various documents from prospective or existing clients who are looking for new guarantees
Keeping guarantee registers updated
Initiation of policy renewal
As an applicant, please verify the legitimacy of this job advert on our company career page
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