• Strong administrative skills are required
• Experience in The Financial industry such as Broking/ Insurance is beneficial
• Knowledge of Microsoft 365 (Excel, Word and PowerPoint) is required
• Own transport is required
• Ability to travel to clients on exception
• Quick learner with systems

Duties will include, but is not limited to:
File Planning:

• Organise and maintain accurate records and filing systems for easy retrieval and compliance.

Issuing and Compliance:

• Ensure timely issuing of documents and monitor adherence to relevant policies, procedures, and regulations.

Client Queries:

• Respond to and resolve client queries promptly and professionally to maintain strong client relationships.

Please note: Only shortlisted candidates will be contacted