Administrative Assistant | Rosebank
Job description:
The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide efficient quality service to maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.
Key Responsibilities:
- Interact, manage and provide effective client service
- Implement new business
- Prepare risk and investment quotes
- Prepare client documents
- Process client queries and instructions
- Administer all products
- Coordinate prospect projects
- Research product information
- Maintain the CRM system
Minimum requirements:
- Grade 12 / NQF4 qualification
- RE5
- 3 – 4 years relevant work experience within the financial services industry with a focus on Wealth Management and Risk products
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy
- Intermediate Knowledge of (MS Office)
Competencies required:
- Resilient
- Attention to detail
- Organising and planning
- Client service orientation
- Teamwork
