Our client in the financial services industry requires the service of a Broker Secretary.

Key performance areas:

? Do administration with regard to new and existing business
? The preparation, summary and administration of quotations
? Capturing of clients new / altered business details
? Capturing of details on to business register
? Ensure that FICA and FAIS documentation has been received
? Follow up on outstanding matters
? Assist with medical aid administration for individual clients and corporate clients
? Ensure data integrity in order to maintain correct information at all times
? Handle queries timeously and effectively
? Ensure that new clients information are updated on the system and existing clients changes are captured
? Assist broker with instructions received and ensure that broker is kept up to date with progress
? Organizing of relevant training with product providers

The successful candidate must have:

? Matric with 3 – 5 years’ experience insurance, investment or asset management environment
? Current / previous work experience at a financial advisory company will be advantageous
? Must be methodical and well organize
? Must be willing to work in a team
? Highly computer literate
? Excellent communication skills – both verbal and written – fully bilingual
? Ability to work under pressure – confident personality

Please note that only short listed candidates will be contacted.