Permanent
Secretary (Financial Services)
Unknown, Unknown
unknown
Closing date not listed
About this role
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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.
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