Distribution Support Administrator: Financial - Cape Town, South Africa - Yazoo Recruitment Specialists
Description
Support Administrator with relevant Business related qualification (NQF7) and at least 1-3 years' experience in the Financial Services Industry (Long Term Insurance) required to provide quick and accurate administrative support to Financial Advisers and other Stakeholders
.
Minimum requirements:
- Business related qualification (NQF7) required
- Minimum 13 years' experience in an administrative support role within the Financial Services Industry essential
- Proficiency in English and Afrikaans essential
Responsibilities:
- Quotes and tracking of quotes as well as professional presentation documentation to clients
- Engage with Financial Advisers and log activities re quotes and Financial Adviser engagements
- Manage pipeline and drive submission of new business
- Prepare Consultants for engagements by providing reports, quote feedback, etc
- First point of call on Financial Advisers
- Provide support to branches nationally
- Stakeholder engagement
- That you have read and understood our POPI Policy.
- That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.
- Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.
- That the information you have provided to us is true, correct and up to date.
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