Description

We are looking for an experienced Administrative Assistant to join our financial services team and provide day-to-day administrative support to our brokers and advisers.

The successful candidate must have a strong understanding of the financial services environment and be comfortable assisting with administration across Medical Aid, Gap Cover, Risk Products and Investments.

Key Responsibilities

Provide administrative and operational support to brokers and advisers
Process and follow up on Medical Aid applications, amendments and servicing requests
Assist with Gap Cover applications and ongoing policy administration
Support Risk and Life Insurance applications, servicing and related requirements
Assist with Investment administration, new business and servicing requests
Liaise with product providers, clients and internal staff
Track outstanding requirements and ensure cases are followed through to completion
Maintain accurate client records and documentation
Assist with quotations, comparisons, application packs and supporting documents
Provide professional and efficient service to clients and brokers
Maintain strong turnaround times and ensure outstanding matters are proactively followed up

Minimum Requirements

Minimum 3 years relevant experience in a financial services, insurance or broker administration environment
Previous working experience with Discovery Health is essential
Strong working knowledge and experience with Discovery products
Experience with Medical Aid, Gap Cover, Risk and Investment administration
Strong administrative and organisational skills
Excellent attention to detail
Good written and verbal communication skills
Ability to work independently, prioritise workloads and manage multiple cases simultaneously
Comfortable working in a deadline-driven professional environment

Employment Terms
Salary: R12,000 per month
Salary will be reviewed following successful completion of the 3-month probationary period
12-month fixed-term employment contract
Probation period: 3 months

Please send your resume/CV