Administrative Assistant

Reference: 10181 SJ
Consultant: Sone Johnson 

Job Description: 

  • Interact, manage and provide effective client service
  • Prepare and finalise commission statements
  • Implement new business
  • Prepare investment quotes
  • Prepare client files
  • Process client queries and instructions
  • Administer all products
  • Coordinate prospect projects
  • Research product information
  • Maintain the CRM system

Qualifications: 

  • Grade 12 / NQF4 qualification
  • RE5
  • 2 – 3 years relevant work experience within the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)

How to Apply: 

  • Email your comprehensive CV to exceedhr@exceed.co.za. 
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system. 
  • We reserve the right to only conduct interviews with candidates of choice. 
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.