GEOTECH: Administrative Assistant

Duties & Responsibilities

 ADMINISTRATIVE ASSISTANT (financial/insurance sector)

 

PURPOSE:

To administer and assist with all matters relating to the processing of application forms for investments and risk assurance as well as dealing with Group Employee Benefits, assisting with individual client portfolios.

ABOUT THE COMPANY

Or Client is an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances.

GENERAL

  •  Location: Cape Town CBD
  •  Reporting to: 3 Directors
  •  Hours of work: 08:00am – 4.30pm or 08.30am – 5pm, Monday to Friday
  •  Nature of contract: permanent
  •  Salary package is dependent on years of experience, qualifications and ability

MAIN DUTIES & RESPONSIBILITIES

  • Administer client investment and risk portfolios

Processing telephone, fax and emailed instructions, redemptions, transfer and switches for onshore and offshore funds for clients. Products include, Investments (local and offshore)

  •  Logging and following up on Medical Aid claims
  • Preparation of, application forms, proposals and excel spreadsheets

Administering all functions from application of an investment through to receipt of the contract. Preparing comparative quotes with different Insurance companies for long term insurance products.

  •  Controlling, collecting and maintaining records and data relating to client portfolios
  •  Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients Preparing quotes, application forms, and files for each client
  •  Processing Section14, Section 37 and Section 42 transfers
  •  Ensure that all FICA and FAIS documents are compliant
  •  Liaising with various investment companies
  •  Processing of new investments (local and offshore)
  •  Employee Benefits (corporate and individual clients)
  •  Liaising with clients, IFA’s (independent financial advisors) and internal customers and responding to queries on time

and diligently

SKILLS & EXPERIENCE REQUIRED

EDUCATION/QUALIFICATIONS:

  •  High school senior certificate Essential
  •  Diploma desirable
  •  Undergrad desirable

WORK EXPERIENCE: 3 years or more if possible

  •  Previous administrative experience – essential
  •  A minimum of 3 years’ exposure to the financial/insurance sector – essential
  •  Work experience within an insurance, investment or asset management environment or current / previous work experience at a financial advisory company or brokerage
  •  Product knowledge and understanding i.e. life cover, disability, retirement annuities, endowments, preservation funds, pension, provident funds, living annuities and medical aid

COMMUNICATION SKILLS: all essential

  •  Strong verbal and written communication skills
  •  Good telephonic manner
  •  Ability to analyse and understand insurance policies
  •  Knowledge of industry’s professional terminology

ADMINISTRATIVE/ORGANISATIONAL SKILLS: All essential

  •  Strong administrative skills
  •  Highly organised and efficient
  •  Ability to work well under pressure and multitask
  •  Systematic, consistent and structured approach to work
  •  Excellent attention to details

KNOWLEDGE/SKILLS:

  •  Microsoft Excel – essential
  •  Experience with Spotlight/Elite Wealth – advantageous

OTHER REQUIREMENTS:

  •  Confidential and discreet
  •  Comfortable with a corporate culture and able to conduct herself professionally within financial and legal environments
  •  Strong customer service skills with ability to deliver results with both internal and external clients/stakeholders
  •  Work well as part of a team

Package & Remuneration

Life Cover