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 ?
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 ?
confident personality Please note that only short listed candidates will be contacted.