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Administrative Assistant


  • Interact, manage and provide effective client service.
  • Implement new business, this includes the submission of applicationĀ“s / and additional forms where necessary.
  • Contact with product providers to ensure that business is timely completed.
  • Prepare risk, investment quotes with application forms.
  • Prepare client files and keep personal information always updated.
  • Process client queries and instructions.
  • Deliver a friendly, helpful and welcoming impression to customers in person and by telephone.
  • Handling Petty Cash.
  • Regular follow-up of instructions with all product providers.
  • Coordinate prospect projects.
  • Research product information.
  • Maintain the CRM system.

Minimum requirements:

  • Grade 12 / NQF4 qualification
  • Completed RE5
  • 5 years relevant work experience within the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
  • Employee must have private Wi Fi access for when working from home (as might happen from time to time as per lockdown or social distancing regulations)
  • Valid Drivers license

Competencies required:

  • Organising and planning
  • Client Service
  • Attention to detail
  • Working under pressure


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