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Somerset West: Secretary (Financial Services) posted by Helderberg Personnel

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Job Description

About the Role

The role of a Secretary in our Financial Services team is an exciting opportunity for a highly organized and detail-oriented individual to join our dynamic team. As a key support function, you will be responsible for providing administrative assistance to our financial advisors, ensuring seamless day-to-day operations, and maintaining accurate records.

Key Responsibilities

  • Scheduling meetings, general office administration, correspondence with clients and service providers
  • Assisting the financial advisor in servicing existing and new clients, including preparation of meeting documentation, application forms, and follow-ups
  • Filing, capturing client data, updating spreadsheets and word documents
  • Processing of new business, pre-populating documentation, checking proposals and application forms, submitting to service providers/insurance companies
  • Following up on client transactions, implementation of new business, and summarizing portfolio information
  • Drawing statements from service providers and maintaining client portfolio records
  • Preparing presentations, investment summaries, and documentation for client review meetings
  • Assisting with FAIS and FICA compliance and other compliance requirements
  • Scanning to file all new business documents in client folders
  • Performing general office duties, including filing, scanning, printing, ordering stationery, and other tasks as required
  • Being telephonically available for client queries and acting as the initial point of contact
  • Maintaining an appropriate filing and recording system, both hardcopies and electronically
  • Ensuring investments and assets under management are up-to-date and current, sending out statements on a monthly basis

Requirements

  • Grade 12 (Essential)
  • 3+ years’ experience at a financial advisory practice is advantageous
  • Post Matric qualification will be an advantage
  • Strong written and verbal language skills in both Afrikaans and English essential
  • Strong computer skills essential
  • Own vehicle, transport, and driver’s license essential
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Qualifications

No formal qualifications are required for this role.

Salary & Benefits

Salary details will be discussed during the interview process.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Clerical Insurance Jobs in Western Cape

The Clerical Insurance industry is a vital component of the Western Cape’s job market, with many companies across various sectors relying on skilled administrative professionals to manage their insurance operations. Typically, this field is characterized by a mix of routine and analytical tasks, requiring attention to detail and strong organizational skills. As such, Clerical Insurance roles often involve providing administrative support, processing claims, maintaining records, and communicating with clients.

When it comes to salary expectations for Clerical Insurance positions in Western Cape, South Africa, it’s essential to note that salaries can vary widely depending on factors such as experience, company size, and industry sector. Generally, salaries for this role are typically within the range of R400 000 to R600 000 per annum, although this is only a broad estimate, and actual salaries may differ significantly. For example, those with more extensive experience or working in larger companies may earn higher salaries.

Common skills required for Clerical Insurance roles include proficiency in Microsoft Office software, particularly Excel and Word, as well as strong analytical and problem-solving skills. Attention to detail and excellent communication skills are also highly valued, as is the ability to work independently and manage multiple tasks simultaneously. Other essential skills include knowledge of insurance regulations and processes, as well as experience with record-keeping and data management systems.

The Clerical Insurance industry often employs professionals in various sectors, including financial services, technology, and manufacturing. In the Western Cape, you may find Clerical Insurance roles available in these industries, among others. Financial services firms, for instance, frequently require administrative staff to manage their insurance operations, while technology companies may need Clerical Insurers to process claims and maintain records.

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Career progression opportunities are common within the Clerical Insurance industry, with many professionals moving into supervisory or management roles after gaining several years of experience. Additionally, specialized training or certifications can enhance career prospects and open up new job opportunities. For those interested in pursuing a career in Clerical Insurance, it’s essential to stay adaptable, continue learning, and develop a strong skill set to succeed in this field.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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