Minimum Requirements:2+ years working experience within the same or similar role (insurance)Must have knowledge and experience working with FAIS ActKnowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, InvestmentsComputer literacy (MS Office, Teams) XPLAN experience would be beneficialWorking experience on CRM systemsExcellent communication skills (verbal and written) Duties are, but not limited to:Risk Management / Compliance as Administrator:In all duties and tasks delegated, comply with all job-related requirements and standards of thePOPI ActFIC ActFAIS ActTCF (Treating Customers Fairly)Pension Fund ActLong-term Insurance ActIncome Tax ActCOFI Act (when promulgated by Parliament)Other appropriate legislationBusiness register updates OperationsReception:Effective and efficient reception dutiesManage and prioritize incoming and outgoing clients, guests, deliveries, and mail (Gatekeeping)Instruct and assist Jabulani regarding daily deliveriesTelephone and switchboard (Stand by)Answer telephone within four ringsExcellent telephone etiquette (externally, internally)Filter and transfer callsTaking and communicating messages MS Teams Personal Assistant to Financial Planners:Use and update CRM system currently XPLANUse Astute as and when neededMaking client appointments, confirming details (reason, time and place: online / boardroom / elsewhere) as and when needed Please note: Only shortlisted candidates will be contacted