Administrative Assistant - Bethlehem, Free State - Permanent

Job description:

• The Administrative Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. 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:

• Interact, manage and provide effective client service
• Process client queries and instructions
• Administer all products
• Research product information
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Ensure FAIS Compliance
• Load new/existing business applications
• Employee benefit administration

Minimum requirements:

• Grade 12 / NQF5 qualification
• NQF5 Wealth Management
• Successfully completed the RE 5 Examination (Representatives)
• Minimum 2 Year experience in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office) – Highly competent in Excel
• Strong technical, organisation, planning and administrative skills
• Good verbal and written communication skills
• Able to handle admin pressure

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

Deadline:5th January,2026