Advisor Assistant

Minimum Requirements: Minimum Grade 12. Minimum of 3 years experience in an administrative role within the long-term insurance or financial services industry. Computer literate, including advanced MS Excel. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Essential: Own vehicle and valid Drivers License. Roles & Responsibilities: Client engagement, handling and resolving existing client enquiries to ensure satisfaction and retention. Office management and administration, including reception duties. Support Wealth Adviser with diary management and scheduling appointments. New business implementation and policy management. Execute marketing plans and support client campaigns. Gather, research, and summarise policy and product information. Arrange investment review meetings and follow-up appointments. Maintain CRM system, recording client interactions and transaction details. Rebalance and maintain existing investment portfolios. Prepare and distribute monthly/quarterly statements. Manage administrative documentation, ensuring accurate record keeping. Ensure compliance with FAIS regulations and internal policies. Monitor policy renewals, service level agreements, and deadlines. Load new and existing business policies. Build and maintain strong working relationships internally and externally. Closing Date: Submissions for this vacancy will close on 28 October 2025 however, CVs may still be submitted until 19 November 2025. Please Note: Thank you for submitting your CV to Marvel Placement Consultants. We value your application and strive to respond to each applicant. However, should your application be successful, we will be in contact with you. If you do not hear from us within two weeks of application, please consider your application unsuccessful. We will, however, keep your details on our database for future opportunities. PoPI Act: Marvel Placement Consultants adheres to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that "Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive."

Location: Irene, ZA

Posted Date: 11/7/2025