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  • JOB DESCRIPTION | MARKETING ASSISTANT Cape Town
  • The Recruiters in Cape Town, , South Africa
  • jobs
  • 1 month ago

jobs description

Salary:
Cost to company of R20 000 to R35 000pm

Description:
JOB DESCRIPTION | MARKETING ASSISTANT

Job summary

One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Marketing Assistant. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.

Key areas of responsibility:

Duties include, but are not limited to:

1. Support to Wealth Planner

Time Management - Turnaround time / meeting deadlines / Prompt feedback

General Support - Are they making your day to day easier (Calendar management, chasing outstanding info, team player)

Accuracy of work

Customer Service Delivery – “What is the customer\\\\\'s experience”.

Proactive Task Management

Effective Communication skills - With both internal and external stakeholders

First line of query... management and support

2. Product Administration Knowledge

Full understanding of Investment Product administration, including but not limited to:
• Living annuities
• Life annuities
• Retirement annuities
• Preservation funds
• Discretionary investments
• Endowments
• Tax free savings investments

3. New business, including but not limited to:

Prepare comprehensive application forms, quotations and compliance

Review application forms and compliance before submitting

Obtain supporting information such as FICA, bank details, medical information, etc.

Submit new business forms

Debit orders follow-up

Claims process and follow-ups - Inform client once issued

Ensure that all final / signed compliance is sent to the client

Update CRM accordingly

4. Maintenance of clients

Ensure you provide regular feedback / updates to clients

Keep CRM and Product Provider updated at all times with clients’ most recent information (including compliance, transactional and static information)

Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting facilities are managed, including tea, coffee and water arrangements

Capture CCM Payments

5. Qualifications

Matric

Min 2 years’ Experience in investment administration will be an advantage.

6. Soft Skills Competencies

Attention to detail

Effective communication skills

Deadline driven

Category:
Finance

General Requirements:
Cost to company of R20 000 to R35 000pm including risk cover of 3 x annual salary for life and disability. All interested candidates to send their updated CV’s and cover letter in word format as well as their current/previous remuneration details to cvs4janine@therecruiters-sa.co.za

Location:
Cape Town

Consultant:
Ruarke Kerr

Email:
cvs4ruarke@therecruiters.co.za
Cape Town South Africa

salary-criteria

Apply - JOB DESCRIPTION | MARKETING ASSISTANT Cape Town