Financial Advisor Assistant / Administrator

**Job Number**
- 68932
**Job Type**
- Permanent
**Job Title**
- Financial Advisor Assistant / Administrator
**Computer Skills**
- MS Excel,MS Outlook,MS PowerPoint,MS Word
**Industry**
- Financial Services
**City**
- Cape Town
**Province**
- Western Cape
- General admin duties.
- Data capturing.
- Liaising with Insurers and clients.
- Follow up with Insurers on outstanding documents.
- Setting up appointments for Financial Advisors.
- Renewals
- Quote Comparisons
- Amendments to Policies
**Desired Skills**:
- Detail orientated.
- Fast learner.
- Great telephone etiquette.
- Computer literate (Word/Excel/Outlook/PowerPoint).
- Well spoken, fully bilingual (Afrikaans and English).
- Zendesk (Training will be provided).
- Able to deliver accurate work in a high-pressure environment.
- General knowledge of administration of Short and Long-term insurance (Advantageous)**Inherent Requirements**
- Grade 12 / Matric;
or similar NQF4 Qualification.
- Clear criminal record.
- Minimum 3 years experience in similar role with direct client liaison experience, data
- capturing and administration functions in a brokerage.
- Must be able to speak, read and write both Afrikaans and English.
**What Qualification**
- Grade 12
**Minimum Qualification**
- Matric
**Status**
- Available