Administrator for Independent Specialist Broker

Description:

Administrator for Independent Specialist Broker – Table View

My client who is an independent specialist broker focusing on Trade Credit and surety solutions is seeking a hands-on, reliable and accurate administrator to join their team.

Duties:

Reports:

• Request ageing’s from all clients on a monthly basis.
• Ensure that ageing’s are in an acceptable format. Any discrepancies to be addressed with the relevant client. Import client credit limits and ageing’s into the knowlEDGE system without any errors.
• Prepare the necessary client reports as stipulated by the Specialist Broker responsible for the client within 24 hours of receipt of the ageing from the client. Any deviation from this time standard must be discussed with the Specialist Broker.
• Ensure that client reports are error free.
• Discuss any discrepancies around client reports with the Specialist Broker.
• Adherence to a turnaround time of 48 hours on all tasks unless otherwise directed.
• On instruction from the Specialist Broker ensure that declarations are completed and submitted timeously to the insurer.

Support:

• Attend to any additional tasks allocated by your Specialist broker in terms of admin.
• Collate, prepare and email guarantee schedules to relevant clients.
• Prepare and email monthly financial spreadsheets prior to the end of the relevant month.
• Order stationery as needed. Ensure that stationery is always at optimum levels.
• Liaise with all service providers on any issues as and when they arise.
• Ensure that invoices are received timeously so that payment can be made at month end.
• Attend to the personal requests of both directors.
• Ensure that travel expenses are received from all staff members and submitted to the director by no later than the 10 th of the month.

General:

• Adherence to a turnaround time of 48 hours on all tasks unless otherwise directed. Prioritise and reprioritise tasks on a continuous basis ensuring that time standards are complied with. Any deviation must be reported to the responsible person timeously.
• Keep the kitchen neat, tidy and stocked on a daily basis.
• Ensure that the overall office is neat and tidy. Attend to any problems.
• Attend to clients on arrival at the office.
• Grooming and attire should be in line with the company’s corporate image.
• Telephone calls are to be answered promptly and callers are to be dealt with in a professional manner.

IT: knowlEDGE, Vox, Telkom, Telephone system, WiFi

• Any issue must be reported to management immediately and these issues must be prioritised and remedied immediately. All staff must be kept apprised on the situation and any further developments.

Personal development:

• You are required to understand the nature of the business and the service delivery required to our clients and insurers.
• Every element of your function must be understood in relation to that client’s specific policy wording and/or endorsements.
• Any email or document sent by you or to you must be fully understood.

Working hours: 08.30 – 16.30 but should be flexible to work after hours if need be

Salary is negotiable depending on experience.

Send your CV to jade@wcp.co.za

Requirements:

Administrator for Independent Specialist Broker – Table View

My client who is an independent specialist broker focusing on Trade Credit and surety solutions is seeking a hands-on, reliable and accurate administrator to join their team.

Duties:

Reports:

• Request ageing’s from all clients on a monthly basis.
• Ensure that ageing’s are in an acceptable format. Any discrepancies to be addressed with the relevant client. Import client credit limits and ageing’s into the knowlEDGE system without any errors.
• Prepare the necessary client reports as stipulated by the Specialist Broker responsible for the client within 24 hours of receipt of the ageing from the client. Any deviation from this time standard must be discussed with the Specialist Broker.
• Ensure that client reports are error free.
• Discuss any discrepancies around client reports with the Specialist Broker.
• Adherence to a turnaround time of 48 hours on all tasks unless otherwise directed.
• On instruction from the Specialist Broker ensure that declarations are completed and submitted timeously to the insurer.

Support:

• Attend to any additional tasks allocated by your Specialist broker in terms of admin.
• Collate, prepare and email guarantee schedules to relevant clients.
• Prepare and email monthly financial spreadsheets prior to the end of the relevant month.
• Order stationery as needed. Ensure that stationery is always at optimum levels.
• Liaise with all service providers on any issues as and when they arise.
• Ensure that invoices are received timeously so that payment can be made at month end.
• Attend to the personal requests of both directors.
• Ensure that travel expenses are received from all staff members and submitted to the director by no later than the 10 th of the month.

General:

• Adherence to a turnaround time of 48 hours on all tasks unless otherwise directed. Prioritise and reprioritise tasks on a continuous basis ensuring that time standards are complied with. Any deviation must be reported to the responsible person timeously.
• Keep the kitchen neat, tidy and stocked on a daily basis.
• Ensure that the overall office is neat and tidy. Attend to any problems.
• Attend to clients on arrival at the office.
• Grooming and attire should be in line with the company’s corporate image.
• Telephone calls are to be answered promptly and callers are to be dealt with in a professional manner.

IT: knowlEDGE, Vox, Telkom, Telephone system, WiFi

• Any issue must be reported to management immediately and these issues must be prioritised and remedied immediately. All staff must be kept apprised on the situation and any further developments.

Personal development:

• You are required to understand the nature of the business and the service delivery required to our clients and insurers.
• Every element of your function must be understood in relation to that client’s specific policy wording and/or endorsements.
• Any email or document sent by you or to you must be fully understood.

Working hours: 08.30 – 16.30 but should be flexible to work after hours if need be

Salary is negotiable depending on experience.

Send your CV to jade@wcp.co.za

• Request ageing’s from all clients on a monthly basis.
• Ensure that ageing’s are in an acceptable format. Any discrepancies to be addressed with the relevant client. Import client credit limits and ageing’s into the knowlEDGE system without any errors.
• Prepare the necessary client reports as stipulated by the Specialist Broker responsible for the client within 24 hours of receipt of the ageing from the client. Any deviation from this time standard must be discussed with the Specialist Broker.
• Ensure that client reports are error free.
• Discuss any discrepancies around client reports with the Specialist Broker.
• Adherence to a turnaround time of 48 hours on all tasks unless otherwise directed.
• On instruction from the Specialist Broker ensure that declarations are completed and submitted timeously to the insurer.

• Attend to any additional tasks allocated by your Specialist broker in terms of admin.
• Collate, prepare and email guarantee schedules to relevant clients.
• Prepare and email monthly financial spreadsheets prior to the end of the relevant month.
• Order stationery as needed. Ensure that stationery is always at optimum levels.
• Liaise with all service providers on any issues as and when they arise.
• Ensure that invoices are received timeously so that payment can be made at month end.
• Attend to the personal requests of both directors.
• Ensure that travel expenses are received from all staff members and submitted to the director by no later than the 10 th of the month.

• Adherence to a turnaround time of 48 hours on all tasks unless otherwise directed. Prioritise and reprioritise tasks on a continuous basis ensuring that time standards are complied with. Any deviation must be reported to the responsible person timeously.
• Keep the kitchen neat, tidy and stocked on a daily basis.
• Ensure that the overall office is neat and tidy. Attend to any problems.
• Attend to clients on arrival at the office.
• Grooming and attire should be in line with the company’s corporate image.
• Telephone calls are to be answered promptly and callers are to be dealt with in a professional manner.

• Any issue must be reported to management immediately and these issues must be prioritised and remedied immediately. All staff must be kept apprised on the situation and any further developments.

• You are required to understand the nature of the business and the service delivery required to our clients and insurers.
• Every element of your function must be understood in relation to that client’s specific policy wording and/or endorsements.
• Any email or document sent by you or to you must be fully understood.