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:

1. Gather policy information
2. Compile a summary of information
3. Research product information
4. Handle new applications and quotations
5. Handle and solve client enquiries (all existing business enquiries)
6. Diary management for new and existing business cases
7. Diary management for Wealth Adviser
8. Arrange appointments between Wealth Managers and Clients
9. Prepare investment review appointments
10. Maintain CRM system
11. Rebalance and maintain existing portfolios
12. Prepare and distribute monthly/quarterly statements
13. Manage administrative documentation (detailed records)
14. Build and maintain good working relationships
15. Record details of transactions
16. Maintain service level agreement deadlines
17. Manage policy renewals
18. Ensure FAIS compliance
19. Load new/existing business policies

Requirements and Skills:

1. Matric
2. Diploma advantageous
3. Experience in financial services industry, specifically admin
4. Strong proficiency in Microsoft Word and Excel
5. Good attention to detail
6. Proactive and enthusiastic
7. Time management with the ability to work under pressure to tight deadlines
8. Excellent interpersonal skills