Website Marvel Placement Consultant
We make use of an excellent On-boarding Monitoring Program. Research shows that new recruits go through different stages within the first 9 months of entering a new work environment. First the honeymoon phase, followed by the hangover phase and then the phase of intent to stay or leave. We use In… read moredustrial Psychologists that coach new recruits through these stages to ensure that the candidate effectively adopts to the new working environment. 882 Corner of Barnard and Alberton Street Elarduspark Pretoria 0181
Advisor Assistant
Our client, a reputable company within the financial services industry, is currently seeking an Advisor Assistant to join their team in Irene, Centurion. The successful candidate will have a minimum of 3 years’ experience in an administrative role within the financial services or long-term insurance industry and will be instrumental in supporting client engagement, office administration, and new business implementation.
Minimum Requirements:
Minimum Grade 12.
Minimum of 3 years’ experience in an administrative role within the long-term insurance or financial services industry.
Computer literate, including advanced MS Excel.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Essential: Own vehicle and valid Driver’s License.
Roles & Responsibilities:
Client engagement, handling and resolving existing client enquiries to ensure satisfaction and retention.
Office management and administration, including reception duties.
Support Wealth Adviser with diary management and scheduling appointments.
New business implementation and policy management.
Execute marketing plans and support client campaigns.
Gather, research, and summarise policy and product information.
Arrange investment review meetings and follow-up appointments.
Maintain CRM system, recording client interactions and transaction details.
Rebalance and maintain existing investment portfolios.
Prepare and distribute monthly/quarterly statements.
Manage administrative documentation, ensuring accurate record keeping.
Ensure compliance with FAIS regulations and internal policies.
Monitor policy renewals, service level agreements, and deadlines.
Load new and existing business policies.
Build and maintain strong working relationships internally and externally.
Apply via company website ( N / A ) or
webapp.placementpartner.com