We are recruiting for JUNIOR ADMIN Assistant to our SENIOR FINANCIAL ADVISOR For our client within the Financial Advisory Service Industry based in Rosebank Johannesburg. EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY IS A MINIMUM REQUIREMENT. PLEASE DO NOT APPLY IF YOU DO HAVE THIS THANK YOU Duties
We are recruiting for JUNIOR ADMIN Assistant to our SENIOR FINANCIAL ADVISOR For our client within the Financial Advisory Service Industry based in Rosebank Johannesburg. EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY IS A MINIMUM REQUIREMENT. PLEASE DO NOT APPLY IF YOU DO HAVE THIS THANK YOU Duties
Personal Assistant will provide support to the Broker and Advisers in a short term brokerage firm located
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
motor and non-motor claims Broker and supplier liaison Communicate with brokers telephonically and by email system (including the renaming of documents) Assist brokers with general and claims related queries Request
motor and non-motor claims Broker and supplier liaison Communicate with brokers telephonically and by email system (including the renaming of documents) Assist brokers with general and claims related queries Request
with regards to new and existing business for brokers. Preparation, summary and administration of quotes complete and monthly review targets met. Meet with Brokers to determine how many reviews are required for submitting of all investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers / administrative and office support duties for Brokers and Management. Assist with General Office duties communication, arrear premiums and lapses. Keep Brokers and management informed at all times of any client
with regards to new and existing business for brokers. Preparation, summary and administration of quotes complete and monthly review targets met. Meet with Brokers to determine how many reviews are required for submitting of all investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers / administrative and office support duties for Brokers and Management. Assist with General Office duties communication, arrear premiums and lapses. Keep Brokers and management informed at all times of any client
or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed information from new business file provided by the broker and inserting information into Discovery Smart Life, Health, Investment and short term insurance broker appointments Full review of fund choices within