Centralised Proposition & Operations Assistant

Greys Personnel; Sandton; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Greys Personnel invites applications for an administrative support role within a financial planning environment in Sandton. The successful candidate will support Financial Planners with daily administrative tasks and ensure accurate records across CRM systems.

Responsibilities include processing new business applications, policy amendments and service requests, liaising with clients, advisers and product providers, and tracking outstanding requirements to meet service levels.

Qualifications

• Matric (Essential).
• 23 years' experience in the financial services industry.
• Strong administration and client service experience.
• Proficient in Microsoft Office (Excel, Word and Outlook).
• Experience working with CRM systems.
• Relevant tertiary qualification will be advantageous.
• Knowledge of investment, insurance or retirement products will be advantageous.

Responsibilities

• Provide administrative support to Financial Planners.
• Process new business applications, policy amendments and service requests.
• Maintain accurate client records on CRM systems.
• Liaise with clients, advisers and product providers.
• Track outstanding requirements and ensure timely completion.
• Ensure compliance with FAIS, AML and company policies.
• Deliver exceptional client service and meet agreed service levels.

Skills

Administration & client service

Excellent communication

Attention to detail

Customer-focused approach

Prioritisation & multitasking

Teamwork & problem-solving

Education

Relevant tertiary qualification (advantageous)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

CRM systems

Job description

Key Responsibilities

• Provide administrative support to Financial Planners.
• Process new business applications, policy amendments and service requests.
• Maintain accurate client records on CRM systems.
• Liaise with clients, advisers and product providers.
• Track outstanding requirements and ensure timely completion.
• Ensure compliance with FAIS, AML and company policies.
• Deliver exceptional client service and meet agreed service levels.

Minimum Requirements

• Matric (Essential).
• 23 years' experience in the financial services industry.
• Strong administration and client service experience.
• Proficient in Microsoft Office (Excel, Word and Outlook).
• Experience working with CRM systems.
• Relevant tertiary qualification will be advantageous.
• Knowledge of investment, insurance or retirement products will be advantageous.

Key Competencies

• Strong organisational and administrative skills.
• Excellent communication skills.
• High attention to detail.
• Customer-focused approach.
• Ability to prioritise and manage multiple tasks.
• Team player with strong problem-solving skills.