Insurance Broker Assistant / Personal Assistant
Johannesburg, Gauteng
Posted 23 days ago
- Company:
- Orchard Wealth Management
- Company Description:
- As a business we at Orchard Wealth Management represent the full spectrum of providers in the market thereby always ensuring independent unbiased advice. We specialize in delivering comprehensive financial planning services to individuals and businesses alike. Our comprehensive offering for business includes, pension and provident funds, medical aid and insurance, gap cover, employee assistance programs, commercial insurance, and professional indemnity. We are dedicated to fostering a supportive work environment that prioritizes the financial security, health, and well-being of employees, enabling businesses to thrive while taking care of their most valuable asset—their workforce. For individual clients, Orchard Wealth Management offers expert financial planning services that cover a broad spectrum of areas, including retirement planning, estate planning, investment strategies, risk management, and educational savings programs for children. We are dedicated to empowering individuals to take control of their financial futures and achieve their specific financial goals with confidence. By unifying these diverse offerings, Orchard Wealth Management delivers unmatched advice and assistance, tailored to meet the unique needs of both individuals and business in today's constantly evolving landscape.
- Contract Type:
- Full Time
- Experience Required:
- 3 to 4 years
- Education Level:
- Grade 12
- Number of vacancies:
- 1
Job Description
As a Broker Assistant, you will play a vital role in ensuring the smooth operation of our brokerage. You will work closely with the principal financial adviser to manage daily administrative tasks, streamline client communications, and ensure regulatory compliance is met across all touchpoints.
Key Responsibilities
• Client Support: Handle client correspondence, manage meeting schedules, and ensure timely follow-ups
• Document Management: Maintain client records, prepare documentation for compliance, and assist with audit readiness
• Meeting Coordination: Schedule appointments, prepare meeting materials, and manage confirmations
• Calendar Management: Optimise the adviser’s calendar for meetings, internal reviews, and client engagements
• Client Reporting: Compile, format, and manage regular client updates and general client servicing
• Administrative Tasks: Deal with various product providers, application capturing and submissions, assist with general office support
What We’re Looking For
• Impeccable organisational skills with a strong attention to detail
• Confident communicator with high emotional intelligence
• Tech-savvy and proficient in Microsoft Word, Excel, and Outlook
• Comfortable working independently and handling competing priorities
• High levels of professionalism and discretion when handling confidential information
Requirements
• Experience in a similar role within a financial advisory, insurance, or wealth management firm
• Familiarity with financial products such as Life Cover, Short-Term Insurance, Investments, Medical Aid, and Employee Benefits
• Proficiency with CRM and industry-related systems (e.g., Elite Wealth, atWork)
• Excellent verbal and written communication skills
• Demonstrated ability to manage compliance-related tasks and documentation
Preferred Qualifications
• RE5 certification (advantage)
• Experience supporting a financial adviser or executive in the financial services sector
• Exposure to portfolio management systems and financial reporting tools
Why Join Us?
• Be part of an established and reputable firm where your role makes a real impact
• Work in a collaborative, professional environment that values growth and development
• Gain exposure to a broad range of financial services and clients
Compensation & Benefits
• Market-related salary, commensurate with experience and qualifications
• Potential for annual performance-based bonuses
- Salary:
- R 20 000,00 Monthly
