Description:
Admin and Investment Assistant
Brilliance BlueStar is authorised by Sanlam to provide advice on retirement planning, investments and individual insurance. We work in the professional market and a very high standard of work and client service is maintained throughout the business.
We seek a reliable, detail-oriented and well-organised Admin and Investment Assistant to perform the day-to-day tasks in our back-office and assist the Advisors and Business Manager.
Key duties include, but are not limited to
- General Reception duties
- Arrange appointments
- Maintain client records
- Accurate capturing of client data
- Maintain online client records
- Assist with handling a wide range of client queries, requests, and follow-ups.
- Maintain accurate records of client interactions, service requests, and documentation.
- Liaise with advisors and colleagues to ensure services are delivered as scheduled.
- Assist with FICA-related tasks
- Support month-end work
- Handle new applications and quotes
- New business implementation
- Policy and investment summaries
- General tax calculations and admin
- Assist with investment projections and retirement planning
· Preparation of reports, agendas, presentations and spreadsheets for meetings.
· Monitor and manage office equipment and facilities to ensure optimal working conditions
Minimum requirements- Matric certificate, with maths, economics or accounting as subjects
- Fully bilingual in Afrikaans & English (written and spoken)
· Minimum 3-5 years’ experience in office administration, client support, or a similar professional administrative role. Preference will be given to candidates with banking, investments, life insurance or employee benefits experience.
- Competent in MS Office
- Ability to work full-time from the Sanlam Bellville office
Skills
- Strong attention to detail
What We Offer
· Professional work environment with office based in Sanlam Head Office
· Remuneration will be based on experience - include your salary expectations in your cover letter
To apply:
Send the following to info@brilliancebluestar.co.za
Cover letter, also indicating your experience and understanding of the insurance and investment world
CV
Copies of matric and other certificates
Only shortlisted candidates will be contacted. Brilliance BlueStar reserves the right not to fill the position.