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  • Posted: Apr 13, 2024
    Deadline: Not specified
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    GJM Ultra Holdings was founded by Greg Meaden in 1999. As an independent, specialist financial brokerage, we offer financial planning, asset management, short term insurance, tax and estate planning functions to medical practitioners nationally. Greg Meaden is a senior member of GJM Ultra Holdings with more than 23 years experience in the financial planni...
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    Administrator to Financial Broker

    Job Summary:

    The Administrator will be responsible for providing efficient and effective administrative support to the financial advisor, ensuring smooth operations and contributing to the overall success of the department. The Administrator will perform a variety of tasks, including managing calendars, coordinating meetings, maintaining records, handling correspondence, and assisting with general office management duties. The ideal candidate should possess excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

    Duties and Responsibilities:

    •  To provide full secretarial and administrative services to the nominated financial advisor.
    •  To maintain client service excellence.
    •  Excellent communication skills (written and spoken).
    •  Good telephonic skills.
    •  Able to work under pressure.
    •  Able to manage the daily diary for the broker.
    •  Schedule appointments

    Minimum Requirements:

    •  Grade 12 or NQF level 4
    •  National Secretarial Certificate/Diploma in Office Administration, NQF 5 preferable.

    Experience:

    •  2  3 Years relevant secretarial and administrative experience.
    •  Proficient in Microsoft Office and Outlook Office Suite
    •  Knowledge and exposure to Assurance / Insurance environment would be advantageous.

    Method of Application

    Interested and qualified? Go to GJM Ultra Holdings on gjmultrabrokers.simplify.hr to apply

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