Administraitive internship

Position: Client Relationship & Admin Intern

Duration 6 Months

Please email your CV to cnewman3@oldmutual.com

We are looking for a proactive and organized individual to keep our office running smoothly.

At this stage, your primary focus will be on the vital administration of our practice; Ensuring

our clients feel supported and our adviser’s schedule is streamlined.

Key Responsibilities:

Outbound calling to existing and prospective clients to schedule appointments and follow

up on meeting requests

Diary Management: Coordinating the Adviser’s calendar, ensuring no double bookings and

that all meeting preparation is completed

Business Pipeline support: Following up on “outstanding business: - this includes tracking

application progress with both internal and external parties and ensuring missing

information is obtained and submitted.

Daily Admin: Professional e-mail correspondence and maintaining accurate client data in

our CRM

Update tracking System for accurate record keeping of tasks

Electronic filing of all client data

Requirements

Good communication skills - Confident, comfortable and professional when speaking to

people over the phone

Detail oriented

Proficient in MS Outlook and Excel

Understand the sensitive nature of financial information and maintain strict confidentiality

Fully bilingual with a good command of English.

This is the perfect entry level opportunity for someone wanting to learn the operation of

financial practice from the ground up. You will gain a deep understanding of the client

lifecycle and business process before moving into more technical advisory work

Qualification

Minimum Matic and any in administration would be advantages