Financial Adviser

Compliance Admin and Receptionist at Santam

Compliance Admin and Receptionist at Santam

Permanent Junior position

Location: Johannesburg, Gauteng

Salary: Undisclosed cost to company


-Broker due diligences
-Continuous review and follow up of outstanding intermediary agreements
-Monthly verification of FSP status of brokers
-Monthly verification of IGF status of brokers
-Annual verification of PSP status of brokers
-Maintenance of representative files to assist in verification of Fit and Proper
-Assistance with any other Compliance related functions
-Broker Maintenance
-Updating all details on KIT and MFiles

-Manage switchboard
Receive clients and arrange refreshments
-Refer queries to the correct person and take messages5.3 Other duties
-Management of meeting/boardrooms (Cleanliness etc.)
-Monitoring the cleanliness of the office
-Leave administration
Co-ordinate metrofile
-Courier / mail
-Ad hoc tasks

Desired Skills

-Microsoft Office
-Highly organised
Presentable and professional
-Confident and assertive (especially under pressure)
Eloquent / articulate
-Attention to detail
team player
-good time management
-Good communication skills
-Desired Work Experience

°2 to 5 years Switchboard / Reception
°Desired Qualification Accreditation
°Grade 12 / Matric

Apply online(copy and paste the link):