Job Description
Reference: SW -AM-1
My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.
Duties & Responsibilities
Main duties and responsibilities include :
- Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
- Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups;
- Filing, capturing client data, updating spreadsheets and word documents;
- Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers/insurance companies;
- Follow-up on all client transactions, implementation of new business, etc.;
- Drawing statements from service providers an...