Broker Secretary

at Work-Force
Location Cape Town, South Africa
Date Posted Nov 5, 2020
Category Administration Jobs
Job Type Full-time

Description

Duties

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

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