Finance Admin Assistant

R12000 - R17000 a month - Permanent, Full-time

Job details

Here’s how the job details align with your profile.

Pay

R12000 - R17000 a month

Job type

Full-time

Permanent

Location

Full job description

Job Summary:
The Administrative Assistant plays a crucial role in supporting our financial services team by handling essential administrative tasks and ensuring smooth operations. This person will be responsible for a variety of tasks, including sourcing quotes, processing client instructions, filling out applications, and maintaining detailed records. The ideal candidate will have strong organizational skills, excellent communication abilities, and a background or interest in financial services.

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. Complete and submit financial applications, insurance claims, and other required documentation. 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

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:

License/Certification:

• Driver's Licence (Preferred)

Willingness to travel:

• 25% (Preferred)

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