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Mohamed Dalvie
Selling for 17+ years
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Job Description-
Risk & Investment Administrator (Long Term)About your role:
In this role you will be supporting
the Financial Advisor(s), with financial planning process by gathering the
necessary data, preparing new business quotations and following through on all
new business cases including client servicing queries. You will play an
integral role in our client review process and executing our client experience.
Assist in ensuring a smooth operational practice; being prompt and professional
in answering the phones and dealing with our clients.
Who Does the Role Report
to?
KI/
Representative/Team LeaderResponsible
for New Business:Responsible
for Client Servicing queries:Responsible
for all Long Term Compliance Responsible
for General office efficiencies Knowledge and skills requirements:
Professional client facing skills.
Good inter-personal skills such as:
communication; teamwork; self-motivation; demonstrable initiative and attention
to detail.
An ability to prioritize, plan and organise.
Proactive problem
solving in dealing with client enquiries.
A working knowledge
of FAIS & FICA legislation (must be compliance driven)
Be client centric/
service orientated.
Maintenance of
efficient workflows and tasks.
Behavioural
Competencies:
Customer
focus,Teamwork, Building
relationships, Results
driven, Applying
professional, technical expertise, Quality
and detail orientation, Planning
and organising, Proactive ,Learning
and researching
Salary:
R12 000 –R18 000 Experience and
skill dependent.
How to Apply:
Email your CV and cover letter to info@personix.co.za
1mo
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