Posted on: 12 September 2017
ID 549271

Administrative assistant required

Job vacancy for an administrative assistant in Flagstaff, Eastern Cape.

Job responsibilities:

  • Do administration with regard to new and existing business.
  • The preparation, summary and administration of quotations.
  • Capturing of clients new / altered business details.
  • Capturing of details on to business register.
  • Ensure that FICA and FAIS documentation has been received.
  • Follow up on outstanding matters.
  • Assist with medical aid administration for individual clients and corporate clients.
  • Ensure data integrity in order to maintain correct information at all times.
  • Handle queries timeously and effectively.
  • Ensure that new clients information are updated on the system and existing clients changes are captured.
  • Assist broker with instructions received and ensure that broker is kept up to date with progress.
  • Organizing of relevant training with product providers.

Job requirements:

  • Matric with 3 – 5 years experience insurance, investment or asset management environment OR a degree in finance.
  • Current / previous work experience at a financial advisory company will be advantageous.
  • Experience on any CRM system preferably Spotlight or Elite Wealth Database systems would be an advantage.
  • Must be methodical and well organize.
  • Must be willing to work in a team.
  • Highly computer literate.
  • Excellent communication skills – both verbal and written – fully bilingual.
  • Ability to work under pressure – confident personality.
Occupation:
Administrators
Administrative jobs
More details
Salary:
Salary negotiation
Contract type:
Full-time


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