Job Duties/Responsibilities will include:
-Understand, execute and manage intermediary services as defined by the FAIS act.
-Receive and execute tasks and instructions via email, electronic voice and telephone;
-Prepare reports and correspondence, typing, data capturing and CRM;
-Maintaining client relationship, liaison via email telephone etc;
-Liaison with service providers, instructions to and management of their execution;
-Keeping and execution of minutes, in meetings, conference calls or in client consultation;
-Review and maintain ongoing instructions and client portfolios;
-General influence to maintain a professional office environment.
Candidate Requirements/ Experience:
-A relevant bachelors qualification or at least Matric with Mathematics and/or Commercial subjects such as Accounting, Economics etc;
-Basic understanding of economics, financial markets, income tax and accounting;
-Knowledge of insurance and investment administration and understanding of regulation;
-Computer literacy (MS Office), understanding of CRM systems, swift accurate typing
If you have not been responded to within 21 days of the closing date please accept that your application was not successful.
Job Features
| Job Category | Admin and Office |