Administrative Assistant | Cape Town

Job Purpose:
The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.
Responsibilities:


Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
Arrange appointments between Wealth Managers and Clients
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies


Requirements and skills:


Matric
Diploma advantageous
Experience in financial services industry, specifically admin
Strong proficiency in Microsoft word and excel
Good attention to detail
Proactive and enthusiastic
Time management with the ability to work under pressure to tight deadlines
Excellent interpersonal skills



#J-18808-Ljbffr