Administrative Assistant
The Recruitment Council
Johannesburg, South Africa
6d ago
source : Job Placements

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.

Responsibilities :

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

Teamwork

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)

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