Johannesburg: Broker Support Assistant

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Job Summary

Area : Ferndale, Randburg, Gauteng Seeking an individual, preferably with experience in the Financial Services Industry, to join one of our teams as a Support Assistant. The purpose of the position is to deliver exceptional administration support with the goal to secure new clients and servicing our existing client base.

Responsibilities:

Manage flow of work enquiries (Instructions, queries, requests) Log and resolve queries ad provide feedback as soon as possible Processing of instructions Manage all inbound calls from providers, broker and our administration office Work collaboratively with IFAs and all relevant stakeholders Submit, track, and give feedback on any instructions to Advisor and Team Leader Maintain turnaround times on all administrative tasks Understand the changing servicing needs of Advisors Build strong relationships with internal and external stakeholders. Be supportive in offering assistance to the Adviser and Team Leader Data capturing on internal CRM system General admin support Education and Experience: Matric is essential Computer literacy (Microsoft office – word, excel, Internet) Competencies required : Problem Solving Team Player Attention to detail. Pro active Ability to work under pressure and time constraints. Good Communication skills (verbal & written) Ability to work independently & a positive team player. Competency in Microsoft applications including word, excel, and outlook. Able to work comfortably in a fast-paced environment. Must be presentable in dress code especially when in front of clients Good Time Management Drivers license required with own car

Broker Support Assistant position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-06-20 in the Admin Clerical Secretarial category

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