Minimum requirements : Â
- Strong administrative skills are requiredÂ
- Experience in The Financial industry such as Broking / Insurance is beneficialÂ
- Knowledge of Microsoft 365 (Excel, Word and PowerPoint) is requiredÂ
- Own transport is requiredÂ
- Ability to travel to clients on exceptionÂ
- Quick learner with systems Â
Duties will include, but is not limited to : Â
File Planning : Â
Organise and maintain accurate records and filing systems for easy retrieval and compliance.Issuing and Compliance : Â
Ensure timely issuing of documents and monitor adherence to relevant policies, procedures, and regulations.ÂClient Queries : Â
Respond to and resolve client queries promptly and professionally to maintain strong client relationships.ÂPlease note : ⯠Only shortlisted candidates will be contacted