Broker Secretary
Recruiter Support
Cape Town
2d ago
source :

Broker Secretary - Cape Town Our client in the financial services industry requires the service of a Broker Secretary. Key performance areas : ?

Do administration with regard to new and existing business ? The preparation, summary and administration of quotations ?

Capturing of clients new / altered business details ? Capturing of details on to business register ? Ensure that FICA and FAIS documentation has been received ?

Follow up on outstanding matters ? Assist with medical aid administration for individual clients and corporate clients ?

Ensure data integrity in order to maintain correct information at all times ? Handle queries timeously and effectively ?

Ensure that new clients information are updated on the system and existing clients changes are captured ? Assist broker with instructions received and ensure that broker is kept up to date with progress ?

  • Organizing of relevant training with product providers The successful candidate must have : ? Matric with 3 – 5 years’
  • experience insurance, investment or asset management environment ? Current / previous work experience at a financial advisory company will be advantageous ?

    Para-planning experience would be advantageous ? Must be methodical and well organize ? Must be willing to work in a team ?

  • Highly computer literate ? Excellent communication skills – both verbal and written – fully bilingual ? Ability to work under pressure –
  • confident personality Please note that only short listed candidates will be contacted.

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