Job Description

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Administrative Assistant Long-Term Assurance & Investments
Our client is a financial services practice seeking an experienced Administrative Assistant to support their advisers. This is not an entry-level role and is suited to an intermediate to senior administrator who is confident working independently and taking full ownership of end-to-end administrative processes within long-term assurance and investments.
More About The Company:
Our client operates within the financial services industry, specializing in long-term assurance and investment administration. They provide personalized, professional services in a structured and detail-driven environment. The business is execution-focused and prides itself on professionalism, compliance, and high standards of client service.
Location:Centurion
Salary: R15 000 R18 000
Werksure: Monday Friday, 08:00 16:30
Available Positions: 1
Start Date: 1 March 2026
Key Responsibilities:
Take full ownership of the administrative lifecycle of long-term assurance and investment business.
Prepare and compare quotations and submit applications accurately and timeously.
Manage underwriting requirements and liaise with insurers, medical providers, and other role players.
Track applications through to policy issue and proactively follow up on outstanding requirements.
Handle policy servicing including amendments, beneficiary changes, premium adjustments, reinstatements, and cancellations.
Communicate clearly and professionally with clients and advisers, primarily in Afrikaans where required.
Maintain accurate, compliant client records and documentation with exceptional attention to detail.
Prepare and manage spreadsheets, tracking logs, and schedules.
Ensure tasks are seen through from start to finish without constant supervision.
Job Requirements:
Minimum 5 years experience in long-term assurance and investment administration.
Proven ability to manage assurance processes from quotation through underwriting to policy issue and ongoing servicing.
Fluent Afrikaans speaking, reading and writing.
Business-level English proficiency.
Advanced Microsoft Excel and Word skills.
Extremely high level of accuracy and attention to detail.
Demonstrated ability to take complete ownership of tasks and outcomes.
Own reliable transport.
Key Characteristics:
Professional, neat, and well-presented at all times.
Reliable, discreet, and trustworthy.
Comfortable working in a small, professional, boutique environment.
Strong task ownership and execution focus.
Exceptional attention to detail.
Are you an experienced assurance administrator ready to take full ownership in a professional boutique practice? Apply now we look forward to meeting you!
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(afr=
Administratiewe Assistent Langtermynversekering & Beleggings
Ons klient is n finansiele dienste praktyk wat n ervare Administratiewe Assistent soek om hul adviseurs te ondersteun. Hierdie is nie n intreevlak-rol nie en is geskik vir n intermediere tot senior administrateur wat selfstandig kan werk en volle eienaarskap neem van die volledige administratiewe prosesse binne langtermynversekering en beleggings.
Meer oor die Maatskappy:
Ons klient funksioneer binne die finansiele dienste industrie en spesialiseer in langtermynversekering en beleggingsadministrasie. Hulle bied persoonlike, professionele diens in n gestruktureerde en detailgedrewe omgewing. Die praktyk is uitvoering-gefokus en handhaaf hoe standaarde van professionaliteit, nakoming en klientediens.
Ligging: Centurion
Salaris: R15 000 R18 000
Werksure: Maandag Vrydag, 08:00 16:30
Beskikbare Posisies: 1
Begindatum: 1 Maart 2026
Hoof Verantwoordelikhede:
Neem volle eienaarskap van die administratiewe lewensiklus van langtermynversekering en beleggingsbesigheid.
Berei kwotasies voor en vergelyk dit, en dien aansoeke akkuraat en betyds in.
Bestuur onderskrywingsvereistes en skakel met versekeraars, mediese verskaffers en ander rolspelers.
Volg aansoeke op tot polisuitreiking en monitor uitstaande vereistes proaktief.
Hanteer polisdiens insluitend wysigings, begunstigdeveranderings, premie-aanpassings, herinstellings en kansellasies.
Kommunikeer duidelik en professioneel met kliente en adviseurs, hoofsaaklik in Afrikaans waar vereis.
Handhaaf akkurate en voldoenende klientrekords en dokumentasie met uitsonderlike aandag aan detail.
Stel sigblaaie, opvolglyste en skedules op en bestuur dit.
Verseker dat take van begin tot einde afgehandel word sonder konstante toesig.
Pos Vereistes:
Minimum 5 jaar ondervinding in langtermynversekering en beleggingsadministrasie.
Bewese vermoe om versekeringsprosesse van kwotasie deur onderskrywing tot polisuitreiking en voortgesette diens te bestuur.
Vlot Afrikaans (praat, lees en skryf).
Besigheidsvlak Engels.
Gevorderde Microsoft Excel en Word vaardighede.
Uitsonderlike hoe vlak van akkuraatheid en aandag aan detail.
Bewese vermoe om volle eienaarskap van take en uitkomste te neem.
Eie betroubare vervoer.
Karaktereienskappe:
Professioneel, netjies en goed versorg te alle tye.
Betroubaar, diskreet en vertrouenswaardig.
Gemaklik om in n klein, professionele, boetiek omgewing te werk.
Sterk fokus op taak-eienaarskap en uitvoering.
Uitsonderlike aandag aan detail.
Is jy n ervare versekeringsadministrateur wat gereed is om volle eienaarskap in n professionele boetiekpraktyk te neem? Doen nou aansoek ons sien uit daarna om jou te ontmoet!
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Skills Required