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Admin Assistant

Gauteng , R8000 - R8000 Per Month
Sector: Financial Services
Posted: Tuesday, 10 May 2022





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Job Details

A registered Financial Services provider is looking for an Admin Assistant to readily assist the Admin Manager with ad hoc tasks as requested.

DUTIES & RESPONSIBILITIES, NOT LIMITED TO:

  • Collect and analyse relevant information in order to compile reports
  • Ensures all documents, corporate files, and filing are always up to date and files systematically so that information is readily accessible to relevant persons.
  • Opens new files for New Business and preps existing files.
  • Run quotes for broker
  • Schedule appointments and manage diaries.
  • Answer calls promptly
  • Understand and aid in the required monthly Broker budget (paid over) and minimum New Client requirements of 2-3 cases per month.
  • Keep copies of all policy records and contracts and ensure that copies are sent to clients.
  • Request corporate client R.A. statements on a quarterly basis.