Adviser assistant | schweizer-reneke

Are you a detail-oriented individual with a passion for financial services? We have an exciting opportunity for an Adviser Admin Assistant at a leading Financial Services firm. The Adviser Admin Assistant is primarily responsible for performing after-sales service offerings to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and 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.

Responsibilities: General administrative duties. Assist Broker with tasks. Prepare client files. Process client queries and instructions. Administer all products. Available to assist clients 24/7. Able to navigate and assist clients on CRM systems.

Experience and Qualifications: Grade 12 qualification. RE 5. Certificate in Short-Term Insurance (150 Credits). 5+ years of relevant work experi...

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