Job Description
About the Role
The successful candidate will be responsible for providing administrative support to a financial advisor in our Somerset West office. The ideal candidate will have excellent communication skills, strong computer skills, and the ability to multitask under pressure.
Key Responsibilities
- Scheduling meetings and general office administration
- Assisting the financial advisor with client servicing, including preparation of meeting documentation and follow-ups
- Filing, capturing client data, updating spreadsheets and word documents
- Processing new business, including pre-populating documentation and submitting application forms to service providers/insurance companies
- Following up on client transactions, implementation of new business, and drawing statements from service providers
- 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, and ordering stationery
- 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 that investments and assets under management are kept up to date and current, with monthly statement distribution
Requirements
- Grade 12 (Essential)
- 3+ years’ experience at a financial advisory practice (advantageous)
- Post Matric qualification (advantageous)
Qualifications
- None specified
Salary & Benefits
- Not mentioned in the original job description.
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.
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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