Broker Assistant
Posted on 2025-04-10
| Category | Accounting Finance |
|---|---|
| Location | Tshwane / Centurion |
Job Summary
Responsibilities:
Assist the Broker with daily activities, including maintaining calendars, preparing correspondence, and providing exceptional customer service. Handle Discovery Medical Aid a pplications, annual updates, and client queries efficiently and accurately. Administer short-term insurance new business, policy updates, and annual reviews with precision. Prepare and review new account paperwork, ensuring all client documentation is accurate and up-to-date. Manage and resolve client service requests related to all service offerings. Prepare preliminary financial planning recommendations and product solutions for advisor review and client meetings. Create charts, graphs, tables, and other visual aids to support client presentations. Develop product solution recommendations that align with clients` risk tolerance and time horizons. Review and update client data and analysis for meetings. Use CRM systems to manage client records, track interactions, and initiate and complete tasks efficiently. Qualifications and Experience: Proficiency in Microsoft Outlook and Excel. Experience with Advisor 360 and CRM systems, particularly atWork, is highly beneficial. In-depth knowledge and working experience with Discovery Medical Aid and Short-Term Insurance products is essential. Possession of RE5 certification and FAIS credits would be a definite advantage. Strong organizational and communication skills. Ability to work independently and as part of a team. High attention to detail and accuracy in all aspects of work. Additional
Requirements:
Fluency in English and Afrikaans is essential due to the client base. Own transport required Only shortlisted candidates will be contacted.
Broker Assistant position available in Tshwane, Centurion. This job position was posted by . The job has been posted on 2025-04-10 in the Accounting Finance category
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