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Administrative Assistant

Job title:
Administrative Assistant

Description

ABOUT THE ORGANISATION: An independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. PURPOSE: To administer and assist with all matters relating to the processing of application forms for investments and risk assurance as well as dealing with Group Employee Benefits, assisting with individual client portfolios. • Location: Cape Town CBD • Reporting to: 3 Directors • Hours of work: 08:00am – 4.30pm or 08.30am – 5pm, Monday to Friday • Nature of contract: permanent MAIN DUTIES & RESPONSIBILITIES • Administer client investment and risk portfolios • Processing telephone, fax and emailed instructions, redemptions, transfer and switches for onshore and offshore funds for clients. Products include, Investments (local and offshore) • Logging and following up on Medical Aid claims • Preparation of, application forms, proposals and excel spreadsheets • Administering all functions from application of an investment through to receipt of the contract. Preparing comparative quotes with different Insurance companies for long term insurance products. • Controlling, collecting and maintaining records and data relating to client portfolios • Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients Preparing quotes, application forms, and files for each client • Processing Section14, Section 37 and Section 42 transfers • Ensure that all FICA and FAIS documents are compliant • Liaising with various investment companies • Processing of new investments (local and offshore) • Employee Benefits (corporate and individual clients) • Liaising with clients, IFA’s (independent financial advisors) and internal customers and responding to queries on time and diligently SKILLS & EXPERIENCE REQUIRED EDUCATION/QUALIFICATIONS: • High school senior certificate Essential • Diploma desirable • Undergrad desirable WORK EXPERIENCE: 3 years or more if possible • Previous administrative experience - essential • A minimum of 3 years’ exposure to the financial/insurance sector - essential • Work experience within an insurance, investment or asset management environment or current / previous work experience at a financial advisory company or brokerage • Product knowledge and understanding i.e. life cover, disability, retirement annuities, endowments, preservation funds, pension, provident funds, living annuities and medical aid COMMUNICATION SKILLS: all essential • Strong verbal and written communication skills • Good telephonic manner • Ability to analyse and understand insurance policies • Knowledge of industry’s professional terminology ADMINISTRATIVE/ORGANISATIONAL SKILLS: All essential • Strong administrative skills • Highly organised and efficient • Ability to work well under pressure and multitask • Systematic, consistent and structured approach to work • Excellent attention to details KNOWLEDGE/SKILLS: • Microsoft Excel – essential • Experience with Spotlight/Elite Wealth – advantageous OTHER REQUIREMENTS: • Confidential and discreet • Comfortable with a corporate culture and able to conduct herself professionally within financial and legal environments • Strong customer service skills with ability to deliver results with both internal and external clients/stakeholders • Work well as part of a team

Details

Job reference:
Administrative Assistant
Hours:
Monday - Friday
Location:
Cape Town, South Africa
Working term:
Permanent
Salary:
Market Related
Application deadline:
11/03/2020
 
Search Results

Search results - Administrative Assistant

Your search criteria returned 24 results. The most recent jobs are listed first.


Working Hours:
Job Location: Milnerton, South Africa
Salary: salary to be advised

Administrative Assistant Palm Springs Body Corporate runs a secure, well appointed sectional title scheme in Brooklyn, Cape Town with a customer service approach. An exciting opportunity exist...
Working Hours: Monday - Friday
Job Location: Johannesburg Northern Suburbs, South Africa
Salary: Market Related

Johannesburg North - A reputable property company is looking for a Marketing & Administrative Assistant Qualifications and Requirements: A Tertiary qualification in the field of marketing, adminis...
Working Hours: Monday - Friday
Job Location: Cape Town, South Africa
Salary: Market Related

ABOUT THE ORGANISATION: An independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives...
Working Hours:
Job Location: Cape Town, South Africa
Salary: salary to be advised

Administrative Assistant / Receptionist at Maritime training company Are you vibrant, organised, energetic and efficient? An Innovative, busy, growing Private Training Institute requires the pro...
Job Title: Office Management
Working Hours:
Job Location: Cape Town, South Africa
Salary: R 7500-15000 per month

Office Management - Cape Town We are looking for a responsible Office Manager who will perform organisation and coordination of administration duties and office procedures. You will help us to crea...
Job Title: Office Management
Working Hours:
Job Location: Cape Town, South Africa
Salary: R 7500-15000 per month

Office Management - Cape Town We are looking for a responsible Office Manager who will perform organisation and coordination of administration duties and office procedures. You will help us to crea...
Working Hours:
Job Location: Gauteng, South Africa
Salary: R 12 500 CTC Monthly

ADMINISTRATIVE ASSISTANT Desired Experience & Qualification Minimum requirements: Matric 2-3 years administrative experience. Reception experience will be an added advantage Typing documents...
Working Hours:
Job Location: East Rand, South Africa
Salary: salary to be advised

ADMINISTRATIVE ASSISTANT We are looking for a dynamic Administrative Assistant. The incumbent will be responsible for the following: * management of our consumables from issuing to ordering * obtainin...
Working Hours:
Job Location: East Rand, South Africa
Salary: salary to be advised

ADMINISTRATIVE ASSISTANT We are looking for a dynamic Administrative Assistant. The incumbent will be responsible for the following: * management of our consumables from issuing to ordering * obtai...
Working Hours:
Job Location: East Rand, South Africa
Salary: salary to be advised

ADMINISTRATIVE ASSISTANT We are looking for a dynamic Administrative Assistant. The incumbent will be responsible for the following: * management of our consumables from issuing to ordering * obtainin...

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