Jobs at ASI Financial Services

MINIMUM REQUIREMENTS:

EDUCATION:

• Matric (National Senior Certificate) is essential.
• An insurance-related qualification and Regulatory Examination (RE) certification will be highly advantageous.

EXPERIENCE:

• 5-8 years of experience in a Personal Assistant or Executive Assistant role, preferably within the insurance or financial services industry.
• Some experience in short-term underwriting is essential

KEY RESPONSIBILITIES:

• Diary & Calendar Management: Efficiently manage the Executive’s schedule, including coordinating meetings and appointments.
• Meeting Preparation: Prepare for meetings by drafting agendas, organizing materials, and ensuring the Executive is well-prepared.
• Minute-Taking: Accurately record and distribute minutes of meetings, ensuring follow-up on action items.
• Client Interaction: Assist the Executive with client queries, providing professional and prompt responses.
• Underwriting Support: Support with underwriting tasks, including quotes and policy administration.
• Presentation Creation: Develop visually appealing and informative presentations for internal and external use.
• Problem Solving: Handle urgent and complex matters using discretion, initiative, and sound judgment.
• Administrative Tasks: Maintain organized systems for data management, filing, and reporting.

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REQUIRED EXPERIENCE & QUALIFICATIONS:

• Tertiary qualification in Actuarial Science, Mathematics, Statistics, Computer Science or related fields (preferable) Honours degree (advantageous)
• Minimum of three years’ experience in actuarial modelling, data analysis or business analysis
• Strong understanding of actuarial concepts and principles Experience in financial services (preferable)
• Exposure to insurance, healthcare, group risk and retirement fund products
• Knowledge of short-term insurance products (advantageous)
• Familiarity with post-employment healthcare valuations and mergers & acquisitions (advantageous)
• Proficiency in R, Python, VBA and SQL
• Experience with data visualisation tools like Power BI
• Understanding of medical scheme and retirement fund legislation (advantageous)
• Broker accreditation with the Council for Medical Schemes and First Level Regulatory Examination (advantageous).

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Key Duties and Responsibilities

• Conduct internal audits for the ASI group of companies, from planning and designing of audit procedures, to execution and finalisation.
• Identify opportunities to improve internal controls.
• Provide sufficient audit evidence to support recommendations and audit opinion.
• Clearly articulate the root cause of identified issues and their impact.
• Provide recommendations to address control weaknesses identified. and perform regular follow-ups to drive continuous corrective action and resolution.
• Prepare audit reports for review by management.
• Ensure group-wide compliance with relevant laws and regulations.
• Conduct regular compliance testing as part of the follow-up work required to continue adding value post-audit completion. Monitor and review audit findings raised by external auditors and follow up on the clearance thereof.
• Maintain reliable records in relation to all engagements and duties completed.
• Keep up to date with industry and professional issues, trends, and changes, and apply them to future audit projects.
• Proactively seek relevant education and training opportunities.

Minimum Requirements

• BCom Accounting/Internal Auditing/Finance/Business Administration or similar.
• Certified Internal Auditor (CIA)/working towards IIA membership, or non-CA with completed audit articles.
• At least 3 years’ experience in internal and/or external audit. Financial services experience preferred.
• Strong MS Excel skills.
• Sage Accounting knowledge advantageous.