Advisor Assistant

SUMMARY:
Advisor Assistant
Our client, a reputable company within the financial services industry, is currently seeking an Advisor Assistant to join their team in Irene, Centurion. The successful candidate will have a minimum of 3 years’ experience in an administrative role within the financial services or long-term insurance industry and will be instrumental in supporting client engagement, office administration, and new business implementation.

POSITION INFO:
Minimum Requirements:

• Minimum Grade 12.
• Minimum of 3 years’ experience in an administrative role within the long-term insurance or financial services industry.
• Computer literate, including advanced MS Excel.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Essential: Own vehicle and valid Driver’s License.

• Client engagement, handling and resolving existing client enquiries to ensure satisfaction and retention.
• Office management and administration, including reception duties.
• Support Wealth Adviser with diary management and scheduling appointments.
• New business implementation and policy management.
• Execute marketing plans and support client campaigns.
• Gather, research, and summarise policy and product information.
• Arrange investment review meetings and follow-up appointments.
• Maintain CRM system, recording client interactions and transaction details.
• Rebalance and maintain existing investment portfolios.
• Prepare and distribute monthly/quarterly statements.
• Manage administrative documentation, ensuring accurate record keeping.
• Ensure compliance with FAIS regulations and internal policies.
• Monitor policy renewals, service level agreements, and deadlines.
• Load new and existing business policies.
• Build and maintain strong working relationships internally and externally.