Adviser Admin Assistant | Grahamstown

Are you passionate about the financial industry and ready to embark on a rewarding career? Our client is looking for a dedicated and detail-oriented Adviser Admin Assistant to join their dynamic team. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

Responsibilities :

• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• Preparing quotations for new and existing clients
• Handling endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Handling claims and follow ups

Minimum requirements :

Competencies required :

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