Office Manager

Recruiter:

The Recruitment Council

Job Ref:

Office Manager

Date posted:

Thursday, June 30, 2022

Location:

bloemfontein, Free State, South Africa

Salary:

market related

SUMMARY:
Office Manager

JOB DESCRIPTION:

Our client, a leading wealth firm, is looking for an Office Manager at our Bloemfontein office who will be responsible for the administration, training and development and practice management. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The
The role needs excellent client relationship management and office administrative skills. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

Responsibilities:
Administrative Duties
• Interacting with clients by managing relationships and providing client services.
• Effective diary management and planning that includes appointment bookings with clients, RSVP and coordination of functions/presentations, and making travel arrangements.
• Gather policy information.
• Compile a summary of information.
• Ensure new business implementation.
• Drafting and sending out reviews.
• Requesting/drawing life & investment quotes and preparing proposals.
• Estate & Retirement Calculations.
• Submitting and following up on instructions.
• Prepare and distribution of monthly valuation statements for clients.
• Maintenance of the MyPractice database of client details to make it accessible to all users.
• Ensure that there is sufficient level of stationery and business cards on hand.
• Ordering and sending out annual Christmas cards and complimentary gifts.

Training and Development
• Ensure compliance to RE5, Product Specific and Class of Business training where required
• Attend MyPractice weekly and monthly training sessions
• Research product information
• Identity needs for specific training programs to assist employees maintain or improve job skills with special focus on administrative services.

Practice Management
• Responsible for the classification and recording of information in respect of financial transactions and the
maintenance of records in the following areas: Petty cash, cashbook and summarize monthly expenses.
• Liaison with PSG Finance by verifying and capturing invoices, credit notes and supporting documents.
• Update and maintain client reports on an annual basis (e.g., Introduction document and advice process).

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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