Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
Professional PA, Administrator, City Centre, Cape Town. Company Name: kli recruitment. Cape Town (Southern and budgets. Hospitality experience an advantage. PA experience. Own transport. Job Type: Full-time. Salary:
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires welcoming, directing and announcing them appropriately Support the Office Management for the purpose of ensuring
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires welcoming, directing and announcing them appropriately Support the Office Management for the purpose of ensuring
directing and announcing them appropriately
• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant potential claim disclosure is communicated to the client when necessary • To achieve a minimum QA (quality decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately of your job functions • Other basic policy administration related functions • Answering the telephone
Foreshore, Cape Town has an opportunity available for a PA to the MD to join their team, applicants must also working culture. Key Responsibilities: Sales Support: Support Research team in conducting internet market research and identifying potential clients. Collate and maintain client information in the CRM database management, staff, and clients. Perform Boolean and X-Ray internet searches. Support sales team with ad responses as LinkedIn, Instagram, and Twitter. Personal Support to MD: Screen telephone calls, enquiries, and requests
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Sales Support:
• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant potential claim disclosure is communicated to the client when necessary • To achieve a minimum QA (quality decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately of your job functions • Other basic policy administration related functions • Answering the telephone
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing