Job Purpose
The Administrative Clerk is responsible for providing administrative and customer related interactive services in order to ensure effective and efficient administrative operations.
Job Specification
- Verifying of qualifications / credits (FSB, INSETA & SAQA site)
- Analysing / mapping of credits
- Process application forms – arrange for learning material to be sent
- Open client spreadsheet with personal information
- Follow up on payments
- Invoicing
- Arrange examination dates
- Printing and sending of exam papers
- Provide feedback on results
- Arrange INSETA verification (application, NLRD forms)
- Prepare files for INSETA verification
- Upload of credits on INSETA data basis and NRLD
- Sending out statements
- Upload on database MBSE
- General client correspondence, notifications and queries
Skills
Reporting Skills, Time Management, Client Relationships, Organisation, Interpersonal Skills and must be able to function independently
Minimum Requirements
- Knowledge of Excel, Word, Outlook and Pastel (recommendation)
- Good command of written and spoken English and Afrikaans
- Strong administrative skills, accuracy and attention to detail
- Must be able to work under pressure
- Be able to maintain customer punctuality
- Must have a positive outlook, be presentable and self-motivated
Personal Attributes
- be honest and trustworthy
- be respectful
- possess cultural awareness and sensitivity
- be flexible
- demonstrate sound work ethics
RESPONSIBILITIES
- Ensuring that all payment due from debtors accounts are collected on time and in a professional manner
- Reconciling customer accounts as well as reconciliations between registration system, bank statements and Pastel.
- Preparing regular and ad hoc reports
- Bank Reconciliations
- Supplier Capturing and Reconciliations
- Customer record creation
- Invoicing
- Assisting with administration of debit orders
- Issuing receipts and statements
- Dealing with customer account related enquiries
REQUIREMENTS
- Irreproachable honesty and reliability
- Excellent numerical and accuracy skills
- Book keeping skills
- Computer literacy – must be able to effectively use a variety of desk top and online applications
- Client service orientation, with a pleasant and efficient telephone manner
- Well spoken with an ability to communicate verbally and in witting. English is essential, one or more other languages (Afrikaans, Xhosa) a strong advantage
- Attention to detail is essential
- Ability to work under pressure and to take personal responsibility for results
- Able to work as part of a team in an open plan informal environment
QUALIFICATIONS AND EXPERIENCE
- A ‘matric’ qualification including mathematics at grade C or better is essential
- A bookkeeping or basic level accounting qualification is essential
- Computer literacy qualification is an advantage( must know Pastel); the ability to use word processing and spreadsheet applications, as well as familiarity with the Internet are essential
- Previous work experience in a similar role is an advantage
- On the job training will be provided, with additional formal training as necessary
The successful candidate must be able to conduct him/herself in a professional manner.
Kindly forward your CV by close of business on Tuesday, 21 July 2015 to astrid@moonstoneinfo.com.
Personal Lines Underwriter with necessary experience and credits needed for Shortterm Insurance Brokers in Pretoria East
Experience required:
- Minimum Regulatory Exams passed
- FAIS compliance essential
- Minimum of 3 years working experience in the shortterm insurance business
- Proficiency in MS Office.
Personal attributes:
- Self-motivated
- Ability to work independently
- Initiative
- Ability to meet deadlines
- Excellent communication skills – both verbally and in writing
- Goal orientated
- Time management skills
- Attention to detail
- Professional at all times
- Work within a team
Office hours:
Are you an advisor or broker consultant with an established network within the industry? We require a broker consultant to source Strategic Partners into our company.
Experience required:
- CFP preferred or studying towards
- Minimum Regulatory exams passed
- Financial services knowledge essential
- FAIS compliance essential
- Experience in dealing with the IFA market
- Minimum of 5 years working experience in the financial services environment
- Professional sales experience
- Proficiency in business planning to achieve the required output
- Presentation and public speaking skills
- Proficiency in MS Office
Personal attributes:
- Self motivated
- Ability to work independently
- Initiative
- Ability to meet deadlines
- Excellent communication skills – both verbally and in writing
- Goal orientated
- Time management skills
- Attention to detail
- Professional at all times
- Work within a team
- Ability to present at a senior level
Office hours:
- 08:00 – 17:00
- There will be occasions where the incumbent would need to work overtime
Adroit Wealth & Capital (Pty) Ltd is expanding. Initially launched in 2002, we are an established, fiercely independent Durban based wealth management company. With these years behind us, we are now looking to incorporate 2 qualified, established financial advisors into our business.
We offer succession planning, the full compliance function as well as professional offices in Durban North.
You will be able to remain client focused as you enjoy the benefits of this competent and successful team in our client centric, professional business.
Visit our website at www.afpp.co.za for more company information or contact Guy de Fleuriot or Liesl Vause on 031-5634190 for a confidential discussion.
GTC Securities (Pty) Ltd is seeking a dynamic and qualified individual to join their established stock broking company based in the Johannesburg office. Requirements for this position:
- National Grade 12 certificate (matric)
- Computer literacy – MS Office
- The following SAIFM examinations are required: JSE Equity Trader Examination, The Regulation & Ethics of the South African Financial Markets, Introduction to the Financial Markets, The Equity Markets
- The following SAIFM examinations would be advantageous: The Derivatives Market, The Bond Market, The South African Forex Market, Derivative Trading & Understanding
Experience required:
- Knowledge of markets and the stockbroking industry
Ability to:
- Work under pressure
- Have knowledge of the markets and stock broking industry
- Work independently but also as part of a team
- Draft reports and submit complete new business applications
- Maintain a client base
Attributes of:
- Emotional maturity
- Self-starter
- Integrity
- Strategic thinking
- Enthusiastic
- Strong work ethic
- Professional service level
We offer:
- Pleasant work circumstances
- Compulsory training and annual refresher courses
- Competitive remuneration package
- Medical aid cover
- Provident fund cover, including risk cover, group life cover and funeral cover
We are looking for a qualified Financial Advisor who wishes to join a growing Independent Financial Advisor company situated in Durbanville.
Your expertise in Risk cover, Investments, Health , Estate Planning, Wills and Trusts will be required.
Other Requirements:
- At least Matric and RFP 3 qualification
- Already Completed RE level one exams
- Meeting FAIS requirements for Representatives
- Product knowledge of various companies’ products will be to your advantage
- Efficient knowledge of Snet/Xplan and Workpool, will be to your advantage
If you are interested to apply, please email your CV to office@ferreirafsp.co.za and we will contact you for an interview. If you haven’t heard from us in 30 days from sending your CV, you were unfortunately unsuccessful in your application.
Context:
- Insurance Brokerage
- Call Centre – Inbound and outbound telesales
- Short-term Personal Lines
- Dynamic challenging environment
Outputs:
- To execute the sales process with diligence and integrity
- To communicate with potential customers in a skillful and knowledgeable manner
- To comply with the routine and structure of the call centre as determined by management from time to time
- To optimise each lead allocated to the agent
- To effectively sell personal lines insurance policies
- To use appropriate interpersonal styles and communication methods to gain acceptance of our products from potential customers
- Match benefits accordingly and demonstrate how a product satisfies the needs
- To understand objections and overcome them with an appropriate response
Qualifications and Knowledge:
- RE5 completed
- FAIS accreditation is an advantage
- A minimum 3 years’ experience as a sales agent in a motor specific call centre or a 4 year degree
- Grade 12 numeracy and literacy (English) a minimum requirement
- Vernacular language an advantage
- Microsoft Office with competent typing skills
- Short term insurance industry knowledge a plus
Skills:
- Attention to detail is essential
- Listening Skills
- Flexibility – show positive response to change
- Customer focused – Needs to understand and respond effectively to customer needs and offer polite and efficient service at all times
- Results oriented – Needs to know what is required and take appropriate action
Personal Attributes:
- Integrity
- Compassionate
- Assertiveness
Remuneration:
- R6000 basic PLUS commission
A vacancy has arisen for a Marketer/Account Executive within the Short Term Insurance industry on the South Coast.
The candidate should be an assertive self-starter of strong personality with a passion for client service; be target driven and aim to exceed expectations and be a factual and logical problem solver.
We are looking for a team player who can operate well under pressure and who embraces Treating Customers Fairly principles.
Qualifications :
- Matric, (NQF 4)
- Meet the FAIS Fit & Proper requirements
- Passed the Regulatory Exam – Representative
- Minimum of 5 years underwriting
- Claims and marketing experience
Responsibilities and duties will include but are not limited to :
- Manage the sourcing and securing of new business
- Ensure retention of existing business
- Manage the renewals of existing portfolio and generate organic growth
- Ensure the reporting and evaluation of monthly loss ratios, new business and cancellations
- Responsible to identify, execute and report on marketing initiatives
- Establish and maintain relationships with relevant internal and external stakeholders
- Meet goals and metrics
- Address customer satisfaction issues promptly
- Adhere to high ethical standards and comply with all regulations/applicable legislations
Should you be interested please submit your CV with supporting documents to maria@halfway.co.za
The Closing date is Friday the 24th July 2015.
A Financial Services Company in Durbanville needs the services of a junior administrative assistant.
Job description:
- Assisting financial planner in preparing for client meetings
- Gathering of information and capturing of data
- Obtaining quotations (New & Alterations)
- Completion of application forms and dealing with outstanding requirements
- Lodging application forms on an electronic system
- General administrative tasks
Skills and requirements:
- Matric
- Financial Services experience recommended, but not a prerequisite
- Detail orientated
- Client focussed
- Reliable
General
- The appointment will be on a temporary basis.
- Salary: R6,500
- Office hours: 8:00 – 4:30
Should you not hear from us within 2 weeks from submission of your CV, your application was unsuccessful.
