Financial Advisor Assistant - Centurion, South Africa - CareerfinderZA
Description
Key Performance Area:
- Client/Prospect portfolio preparation and analysis
- Assisting clients with Vitality and Vitality Drive
- Proactively manage client queries
- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,
- Scheduling client meetings
- Keep up to date with latest product and benefits
- Manage compliance system
- General office duties but not limited to filing, scanning, printing, etc.
- Accurate and thorough
- Logical thinking
- Problem solving
- Attention to detail
- Highly organized
Minimum Requirements:
- Administrative skills
- Data capturing
- Telephone customer service
- Accuracy
- Computer Literacy (Microsoft office outlook, work, excel, internet)
More jobs from CareerfinderZA
-
Mechanical Workshop Artisan
Randfontein, South Africa - 4 days ago
-
Accounts Payable Administrator
Rivonia, South Africa - 3 days ago
-
Office Operations Administrator
Goodwood, South Africa - 1 week ago
-
Mail Distribution Clerk
Pretoria, South Africa - 15 hours ago
-
Maintenance Handyman
Rivonia, South Africa - 1 week ago
-
Support and Admin Coordinator
Pretoria, South Africa - 1 day ago