Key Responsibilities:
- Provide general administrative support and personal assistance to the Financial Advisor.
- Prepare client quotes and process policy amendments.
- Manage claims and new business applications.
- Update investment portfolios and conduct risk profiling.
- Address premium non-payments and related inquiries.
Requirements:
- Minimum of 3 years' experience in a similar role.
- Proficiency in both English and Afrikaans.
- Valid driver's license and own transport.
The proposed salary for the role is R15k - R20k per month - the final offer will depend on qualifications, experience and skills.