This national Investment & Wealth Firm is on the hunt for an experienced insurance & wealth administrator assistant who will be primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship.
The focus of the role is to provide quality service and maximize customer retention and referral, in line with the Practice Service model and Procedures.
The role needs excellent client relationship management and office administrative skills.
This ideal candidate needs to be a team player and be able to work in a group environment. You must have the ability to take initiative and "thinking outside of the box" mindset with the appropriate skills application.
Interact, manage and provide effective client service
Implement new business
Prepare risk and investment quotes
Prepare client files
Process client queries and instructions
Administer all products
Coordinate prospect projects
Research product information
Maintain the CRM system
Work hours : 08 : 00-16 : 30
Minimum requirements :
Grade 12 / NQF4 qualification
RE 5 : First Level Regulatory Examination 5 : Representatives
3 - 5 years relevant work experience within the financial services industry
Knowledge of life and investment quotation systems
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Drivers license and own vehicle
Must currently reside in Rustenburg or nearby
Competencies required :
Resilient (achiever mindset)
Must be able to operate and perform under pressure
Organising and planning
Accept and take full accountability for actions performed as per job description / existing processes and continuous
accurate record keeping of activities performed pertaining to job description
Ability to perform / work in a paperless / electronic work environment
Client service orientation
Attention to detail
Must be willing to learn and improve in professional capacity (i.e., relevant industry related studies)