Advisor Assistant<\/p>\n
\tOur client, a reputable company within the financial services industry, is currently seeking an\u00a0Advisor Assistant\u00a0to join their team in\u00a0Irene, Centurion. The successful candidate will have a minimum of\u00a03 years\u2019 experience\u00a0in 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.<\/p>\n
Minimum Requirements:<\/p>\n
\tMinimum Grade 12.
\n\tMinimum of 3 years\u2019 experience in an administrative role within the long-term insurance or financial services industry.
\n\tComputer literate, including advanced MS Excel.
\n\tProficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
\n\tEssential: Own vehicle and valid Driver\u2019s License.<\/p>\n
Roles & Responsibilities:<\/p>\n
\tClient engagement, handling and resolving existing client enquiries to ensure satisfaction and retention.
\n\tOffice management and administration, including reception duties.
\n\tSupport Wealth Adviser with diary management and scheduling appointments.
\n\tNew business implementation and policy management.
\n\tExecute marketing plans and support client campaigns.
\n\tGather, research, and summarise policy and product information.
\n\tArrange investment review meetings and follow-up appointments.
\n\tMaintain CRM system, recording client interactions and transaction details.
\n\tRebalance and maintain existing investment portfolios.
\n\tPrepare and distribute monthly\/quarterly statements.
\n\tManage administrative documentation, ensuring accurate record keeping.
\n\tEnsure compliance with FAIS regulations and internal policies.
\n\tMonitor policy renewals, service level agreements, and deadlines.
\n\tLoad new and existing business policies.
\n\tBuild and maintain strong working relationships internally and externally.<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
webapp.placementpartner.com<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/webapp.placementpartner.com","_company_name":"Marvel Placement Consultant","_company_website":"http:\/\/N%20\/%20A","_company_tagline":"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","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":["post-22064","job_listing","type-job_listing","status-expired","hentry","job_listing_region-gauteng","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/22064","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=22064"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=22064"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=22064"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}