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Chad Newman
Selling for 11 days
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Position: Client Relationship & Admin InternDuration 6 MonthsPlease email your CV to cnewman3@oldmutual.comWe 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; Ensuringour clients feel supported and our adviser’s schedule is streamlined.Key Responsibilities:Outbound calling to existing and prospective clients to schedule appointments and followup on meeting requestsDiary Management: Coordinating the Adviser’s calendar, ensuring no double bookings andthat all meeting preparation is completedBusiness Pipeline support: Following up on “outstanding business: - this includes trackingapplication progress with both internal and external parties and ensuring missinginformation is obtained and submitted.Daily Admin: Professional e-mail correspondence and maintaining accurate client data inour CRMUpdate tracking System for accurate record keeping of tasksElectronic filing of all client dataRequirementsGood communication skills - Confident, comfortable and professional when speaking topeople over the phoneDetail orientedProficient in MS Outlook and ExcelUnderstand the sensitive nature of financial information and maintain strict confidentialityFully bilingual with a good command of English.This is the perfect entry level opportunity for someone wanting to learn the operation offinancial practice from the ground up. You will gain a deep understanding of the clientlifecycle and business process before moving into more technical advisory workQualificationMinimum Matic and any in administration would be advantages
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