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Remuneration:
- R53 per
hour excluding Sunday and overtime.
- 6 month fixed
term contract - thereafter permanent contract and salary increase will be given subject to
performance.
please send all applications and CV's to shellshophr@gmail.com
Minimum requirements:
1. Minimum 5
years experience in retail / supervisor work
2. must have
good knowledge of systems
3. SIGMA
Experience advantageous
4. no criminal
record
5. contactable
references
6. being
prepared to work retail hours
7. must have own
transport.
8. Preferably
staying in the Mitchells Plain / Southern Suburbs
Only successful applicants who meet above
requirements will be contacted. If you do not receive a response within 7 days
of your application, please consider yourself unsuccessful.
Mitchell's Plain
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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