Office Manager

Recruiter:

The Recruitment Council

Job Ref:

Office Manager

Date posted:

Thursday, June 30, 2022

Location:

bloemfontein, Free State, South Africa

Salary:

market related

JOB SUMMARY:
Office Manager

JOB DESCRIPTION:

Our client, a leading wealth firm, is looking for an Office Manager at our Bloemfontein office who will be responsible for the administration, training and development and practice management. 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
The role needs excellent client relationship management and office administrative skills. 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:
Administrative Duties
• Interacting with clients by managing relationships and providing client services.
• Effective diary management and planning that includes appointment bookings with clients, RSVP and coordination of functions/presentations, and making travel arrangements.
• Gather policy information.
• Compile a summary of information.
• Ensure new business implementation.
• Drafting and sending out reviews.
• Requesting/drawing life & investment quotes and preparing proposals.
• Estate & Retirement Calculations.
• Submitting and following up on instructions.
• Prepare and distribution of monthly valuation statements for clients.
• Maintenance of the MyPractice database of client details to make it accessible to all users.
• Ensure that there is sufficient level of stationery and business cards on hand.
• Ordering and sending out annual Christmas cards and complimentary gifts.

Training and Development
• Ensure compliance to RE5, Product Specific and Class of Business training where required
• Attend MyPractice weekly and monthly training sessions
• Research product information
• Identity needs for specific training programs to assist employees maintain or improve job skills with special focus on administrative services.

Practice Management
• Responsible for the classification and recording of information in respect of financial transactions and the
maintenance of records in the following areas: Petty cash, cashbook and summarize monthly expenses.
• Liaison with PSG Finance by verifying and capturing invoices, credit notes and supporting documents.
• Update and maintain client reports on an annual basis (e.g., Introduction document and advice process).

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Store Manager - Agricultural Products
Location: Bloemfontein, Free State
Salary: Monthly Salary
Store manager - Agricultural Products
Today

Snr Wealth Administrator
Location: Bloemfontein, Free State
Salary: R 30000.00
It’s a exciting opportunity for a Senior Wealth Administrator at their Bloemfontein office responsible for the administration of wealth client’s portfolio’s, office processes and to assist the wealth manager
Today

Area Business Manager - Free State
Location: Bloemfontein
Salary:
Position: Area Business manager – Free StateWe are looking for an experienced Area Business manager to manage dealer relationships, drive sales performance, and implement sales and growth strategies within a designated territory.
6 days ago

Area Manager - Bloemfontein
Location: Bloemfontein
Salary:
A Vacancy exists for anâ¯Area managerâ¯in theâ¯Guardingâ¯Division based in Bloemfontein.
7 days ago

STORE MANAGER - AGRICULTURAL PRODUCTS
Location: Bloemfontein, Free State
Salary: Market Related
STORE manager - AGRICULTURAL PRODUCTS
7 days ago

Branch Manager
Location: Bloemfontein
Salary: Monthly
#SHIFTINTOHIGHCAREER by joining a Automotive Aftermarket Parts distributor that seeks the expertise of a Branch manager
15 days ago

Sales Representative
Location: Bloemfontein
Salary:
22 days ago

Branch Manager
Location: Bloemfontein
Salary:
A well-known Logistics & Distribution company is looking for a Branch manager in Bloemfontein. Offering supply-chain management and cost-effective solutions for business in South-Africa!
27 days ago

Internal Sales Representative, Bloemfontein
Location: Bloemfontein
Salary:
28 days ago

Deli Manager, Botshabelo
Location: Botshabelo
Salary:
41 days ago

Office Manager

Similar jobs you might be interested in:

Create a free job alert for Office Manager in bloemfontein, Free State