Seaching for an Personal assistant Insurance Administrator at our Pretoria and Sandton offices. You will work with a well-established, high achieving Financial advisor in a lively team of dedicated hard working individuals. Support advisor to day to day activities in the practice of an financial adv
Administration Medical insurance – liaising with Discovery Health Pension fund – liaising between managing payouts and exit forms, remove from Pension and Discovery medical aid Budgeting & LRP Support in Annual
experience Employer & Job Benefits · 50% of discovery medical · Excellent working hours Mon – Thurs
experience in litigation, including motion practice, discovery, and trial preparation
within financial services/insurance/similar Strong Discovery Product knowledge IFA compliance MINIMUM THREE
support. Role Responsibilities: Conduct in-depth discovery meetings, targeted at understanding, capturing
within financial services/insurance/similar Strong Discovery Product knowledge IFA compliance MINIMUM THREE
listing Key Competencies: Know and understand Discovery ( www.discovery.co.za ) products and processes
listing Key Competencies: Know and understand Discovery ( www.discovery.co.za ) products and processes
ing with company benefit suppliers: Discovery Health, Discovery Life, Momentum and Financial Advisors