Preparing and maintaining all relevant documentation as well as liaising with clients. Managing the portfolio for the Advisor, ensuring all documents are filed correctly and within an expected time frame. Handle all queries relating to Employee Benefits, Risk business, Investments and medical aid. Management of emails, continuous correspondence with clients. Logging insurance claims, Ensure all information is kept up to date on inhouse systems.

Preparing documentation for client meetings ie consent forms, application forms• Preparing letters for clients or on behalf of clients• Ensuring that compliance is met when dealing with client documentation• Filling documentation into relevant client files• Ensuring that broker is well prepared with all documentation for client appointments• Arrangement of client appointments• Communicate with clients • Ensure proper recording of client information• Forward… Show more Preparing documentation for client meetings ie consent forms, application forms• Preparing letters for clients or on behalf of clients• Ensuring that compliance is met when dealing with client documentation• Filling documentation into relevant client files• Ensuring that broker is well prepared with all documentation for client appointments• Arrangement of client appointments• Communicate with clients • Ensure proper recording of client information• Forward documentation to the relevant departments• Ensuring that incorrect documentation is properly disposed of• Ensuring that documents meet all compliance regulationsCapturing of demographic information of XplanGoing into Clients portfolio to determine shortfalls Show less