Bedfordview - A leading and well-established Financial Brokerage seeks a Personal Assistant / Administrator to join their team.
As an independent financial brokerage, our client provides a wide array of financial services to its professional clients in the market. They pride themselves in providing exceptional client services unmatched within the industry.
The ideal candidate will be meticulous, detail-oriented, and enthusiastic. If you thrive in a dynamic environment, enjoy multitasking, and have excellent interpersonal skills, this role is for you!
Responsibilities:
• Assist management in scheduling meetings, and handling correspondence.
• Prepare excel reports, and various other documents with precision.
• Ensure accuracy in all tasks, from data entry to proofreading.
• Liaise with external insurance companies, demonstrating professionalism and empathy.
• Handle sensitive information with discretion.
• Maintain good relationships with clients.
• Request Quotations from various Insurance companies.
• Tasks need to be completed with neatness and pride.
• Excellent interpersonal skills – verbal and written (Advanced level of professionalism)
• Ability to work in a very fast paced environment.
• Able to work well under pressure.
• Self-efficient
• Strong telephonic skills
Qualifications:
• Minimum Matric with tertiary education highly advantageous
• Fluent in Afrikaans high advantageous
• Driver's License and own vehicle
• Minimum 3 years of experience in a similar role
• Previous experience the insurance field highly advantageous
• Proficient in Microsoft Excel and Office Packages
