Job Description

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.