Jobs in Go!

Job description: The successful candidate will be responsible for office Management and administration, interacting with clients bymanaging relationships and providing client services. You will ensure new business implementation, marketingplan implementation and reception duties.Responsibilities: Gather Policy informationCompile a summary of informationResearch product informationHandle new application and quotationsHandle and solve client enquiries (all existing business enquiries)Diary management for new and existing business casesDiary management for Wealth AdviserArrange appointments between Wealth Adviser and ClientsPrepare investment review appointmentsMaintain CRM systemRebalance and maintain existing portfoliosPrepare and distribute monthly/quarterly statementsManage Administrative Documentation (detailed records)Build and maintain good working relationshipsRecord details of transactionsMaintain Service Level agreement deadlinesManage policy renewalsEnsure FAIS ComplianceLoad new/existing business policiesMinimum requirements:Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / FinancialPlanning Law / Financial Sciences / Investment Management) or BCom (Economics)2 years relevant work experience within the financial services industryProficient in both spoken and written English and at least one other of the official South African languagesComputer literacy (MS Office)Competencies required:Customer ServiceCommunication skills (verbal & written)Problem solvingAttention to detailTeam player https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgyMjAzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ&jid1210751&xid1109_82203 Apply Now

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Jobs in Go!