Description

A Sanlam financial advisor based in Hermanus needs the service of an admin assistant to support and enable him to provide professional financial planning and investment service to his clients.

Functions include:

General administration of client information on the data basis

Processing of policy and investment applications

Communication with clients

Job requirements

Minimum of 3 years relevant experience in a financial services environment and particularly if you have worked in a financial or insurance brokerage environment

A working knowledge of S.Net or Sanfin will strengthen your application

The ability to communicate with clients in both English as well as Afrikaans

The ability to accurately and independently without direct supervision and to deal with more than one issue simultaneously

Computer literacy of MS Office

Grade 12

Salary R10000 to R12000 negotiable based on relevant experience

Working hours are Mondays to Thursday from 8h00 till 16h30 and Fridays till 15h00

Please send your resume/CV