Junior Executive/ Filing Administrator - Sandton, South Africa - CareerfinderZA

CareerfinderZA
CareerfinderZA
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Sandton, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

Key Performance Area:


  • Understand, execute and manage intermediary services as defined by the FAIS act.
  • Prepare reports and correspondence, typing, data capturing and CRM;
  • Liaison with service providers, instructions to and management of their execution;
  • Keeping and execution of minutes, in meetings, conference calls or in client consultation;
  • Review and maintain ongoing instructions and client portfolios;
  • General influence to maintain a professional office environment.

Minimum Requirements:


  • Basic understanding of economics, financial markets, income tax and accounting;
  • Knowledge of insurance and investment administration and understanding of regulation;
  • Computer literacy (MS Office), understanding of CRM systems, swift accurate typing
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