Premium Ad Insurance and Investments - Clerical Insurance Somerset West FULL TIME Job Summary Main duties and responsibilities include: * Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; * Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups; * Filing, capturing client data, updating spreadsheets and word documents; * Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies; * Follow-up all client transactions, implementation of new business etc; * Drawing statements from service providers and summarising client portfolio information; * Preparation of the necessary presentations, investment summaries and documentation for client review meetings. * Assist with FAIS and FICA compliance and any other compliance requirements * Scan to file all new business documents in client folder. * General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith. * Be telephonically available for client queries, and act as initial point of contact for client queries. * Maintain an appropriate filing and recording system – both hardcopies and electronically. * Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis. * It is essential that the candidate has the ability to multitask and to work under pressure. Requirements: * Grade 12 (Essential). * 3+ years’ experience at a financial advisory practice is advantageous * Post Matric qualification will be an advantage * Strong written and verbal language skills both Afrikaans and English essential * Strong computer skills essential * Own vehicle, transport and driver's license essential. Helderberg Personnel Recruiter