Key Responsibilities :
Provide general administrative support and personal assistance to the Financial Advisor.
Prepare client quotes and process policy amendments.
Manage claims and new business applications.
Update investment portfolios and conduct risk profiling.
Address premium non-payments and related inquiries. […]
Minimum of 3 years' experience in a similar role.
Proficiency in both English and Afrikaans.
Valid driver's license and own transport.
If you are a dedicated professional seeking to advance your career in a dynamic and supportive environment, we invite you to apply for this opportunity...