Vacancy Details
Employer: Status Staffing
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPEÂ Â :Â Â Â Â Â Â Â Â Â Â Permanent
SECTORÂ Â Â Â Â Â Â Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â Finance
BASIC SALARYÂ Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â R18 000 â R25 000 CTC depending on experience
START DATEÂ Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â Immediate
REQUIREMENTS:
- Degree / Diploma in Finance
- Minimum of 2 yearsâ experience
- Industry related training
- MS Office Word and Excel - non negotiable
- Must have attention to detail
- Must be able to think and plan creatively
DUTIES:
Â
- New business implementation
- Marketing plan implementation
- Relief reception duties
- Comply with FAIS and FICA acts and other relevant legislation
Client Services
- Ensure the accurate production of all Client portfolio review documentation and reports
- Regularly update and maintain Client, insurance and investment information in the Client management system
- Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary
- Implementation of all changes to insurance benefits or coverage
- Co-ordination of all claims correspondence and life office follow- up of claims progress
Administration
- Ensure all client files and electronic records are maintained in - line with procedures outlined in the policies and procedures manual.
- Prepare new Client files as needed
Develop and Maintain Relationships
- Develop and maintain relationships with key service providers, particularly Fund Managers and life companies
New client take-on
- Attend or contribute towards client meetings as requested by the Adviser
Performance Assessment
- Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives
Compliance
- Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation
HOURS:
- 08h00 â 17h00 (Mon â Fri)
Should you meet all the requirements, apply on our website at www.statusstaffing.com today.
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About Status Staffing
Welcome to STATUS STAFFING SOLUTIONS, a leading Western Cape based broad spectrum boutique staffing solutions provider.
Within our recruitment division we pride ourselves in our ability to match the right person to the right career through a comprehensive range of in-house screening and assessments. We go the extra mile by offering an outsourced HR and IR service, thereby assisting our clients to comply with local Labour laws. In addition, our Labour Relations division also offer a comprehensive Payroll service, enabling our clients to focus on their core business.
Our large candidate database and quality customer service ethos is what differentiates us from our competitors, enabling is to be considered a strategic partner to our valued candidates and clients.
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