Clerical & Administrative Jobs in Bellville

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Financial Advisor Consultant (Bellville - R25000+/month)

My client, a well-established Blue Star Financial Services business based in Bellville, needs the service of an experienced person to support their Financial Advisors in managing client portfolios and providing exceptional client service to their clients. This person plays a crucial role in the day-to-day operations of the advisory team and helps to streamline processes to ensure efficient workflow. Although working in an office environment the person will be exposed to client-facing and back office tasks. Responsibilities- Assist the Financial Advisors in perparing for client reviews and meetings, including gathering documentation and client information- Process documentation related to client portfolios such as new business applications, investments, etc- Follow up with clients regarding outstanding documents or pending transactions- Collaborate with compliance and operations teams to ensure adherence to industry regulations and policies- Maintain accurate and up-to-date client records and filesRequirements- Grade 12- 5 years relevant experience in the financial services (preferabily long term insurance), investment and life insurance industry such as in a financial and/or insurance brokerage environment- Very good understanding of financial products and services- Proficient in using CRM software, MS Office and Web tools- Attention to detail and accuracy in all tasks- Strong organisational and time-management skills - Ability to work without direct supervision and to deal with more than one issue simultaneously - Excellent communication and interpersonal skillsRemuneration- Salary R25000/month negotiable based on relevant experience and skills- 22 working days annual leave - Group risk and income protector cover - After probation the employee qualifies for a retirement fund contribution Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invted for an interview within 10 days kindly accept that your application was not shortlisted

Bellville

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Position Available: Office And Sheq Administrator

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Job Activities and Responsibilities: 1. Office Administration· Maintain and file all internal company and staff documentation· Schedule meetings and draft minutes of meetings · Perform general receptionist duties· Manage ad hoc duties/responsibilities related to the general running of the Company· Organise and book accommodation for staff travelling to sites· Manage and organise vehicle license renewals2. Orders & Purchases · Monitor inventory levels of stationery and other materials and order/purchase new stock· Check and process delivery notes and invoices3. Safety, Heath, Environment and Quality (SHEQ)· Prepare and maintain accurate SHEQ documents, minutes and other routine documents· Assist with developing, implementing and maintaining the SHEQ system as SHEQ representative· Issue staff with PPE and ensure compliance with rules, standards and regulations· Log and ensure staff report all incidents/accidents and near hits timeously and investigate· Produce monthly safety statistical results· Update, maintain and prepare site safety files, with all the relevant documentation, for teams before they travel to a site, including cross border documentation (when required)4. Financial/Payroll/HR Administrator · Prepare monthly reconciliations (credit and fleet cards and cheque account)· Capture creditor invoices, reconcile accounts and update creditor list for payments· Manage and maintain the data and drilling log with client information· Capture workers’ timesheets/overtime on excel and submit to payroll· Ensure all leave requests and other HR matters are handled according to Company policy· Update and maintain training files/logs· Book training courses and manage expiry of certificates (when applicable)· Provided HR/Finance with administrative/ad hoc support when requiredRequired Competencies and Skills: · Excellent verbal and written communication skills· Sound planning, leading and organisational abilities with high level of multi-skilling· Attentive to detail, run area of responsibility on good business principles· Ability to work independently (with minimal supervision) and work in a team· Sound decision making skills· Basic computer skills· Building relationships (internal/external all levels) - Customer FocusQualification and Minimum Requirements· The successful candidate will have a matric· The successful candidate may be required to attend training courses· Own transport and mobile phoneAddress/Area: Stikland Industrial, BellvilleStart Date: As soon as possibleSalary: NegotiablePLEASE EMAIL YOUR DETAILED CV AND A COPY OF YOUR VALID DRIVER’S LICENSE TO MARCELIZE@SGRS.CO.ZA INDICATING THE REFERENCE NUMBER SGRS-CPT-ADM-01 IN THE SUBJECT LINE.

Bellville