Permanent Centralised Proposition & Operations Assistant | MASA Vacancies
Job Description
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MASA Vacancies – Centralised Proposition & Operations Assistant
Job Type: Permanent
Company: Measured Ability
Job Location: Gauteng, Johannesburg – North (Sandton / Midrand / Diepsloot)
Centralised Proposition & Operations Assistant
Measured Ability is seeking a detail-oriented professional to join our team as a Centralised Proposition & Operations Assistant. This role is based in the northern suburbs of Johannesburg, covering the Sandton, Midrand, and Diepsloot areas. The successful candidate will provide essential operational and administrative support to our Financial Planners, ensuring the smooth execution of day-to-day business processes.
Key Responsibilities
As a Centralised Proposition & Operations Assistant, you will act as the backbone of our operational workflow. Your core duties include:
- Providing comprehensive administrative support to Financial Planners.
- Managing the end-to-end processing of new business applications, policy amendments, and ongoing service requests.
- Maintaining precise client records within our CRM systems.
- Liaising professionally with clients, financial advisers, and various product providers.
- Proactively tracking outstanding requirements to ensure all tasks are completed within expected timeframes.
- Ensuring full adherence to FAIS and AML regulatory requirements, as well as internal company policies.
- Delivering a high standard of client service while consistently meeting agreed-upon service levels.
Minimum Requirements
To be considered for the Centralised Proposition & Operations Assistant role, candidates must meet the following criteria:
- A completed Matric certificate is essential.
- Between 2 and 3 years of hands-on experience within the financial services industry.
- Proven experience in a high-volume administration and client service environment.
- High proficiency in Microsoft Office, specifically Excel, Word, and Outlook.
- Practical experience working with CRM systems.
- A relevant tertiary qualification is considered a strong advantage.
- Practical knowledge of investment, insurance, or retirement products will be highly advantageous.
Key Competencies
We are looking for a candidate who thrives in a structured environment and possesses the following attributes:
- Superior organisational and administrative capabilities.
- Excellent verbal and written communication skills.
- Exceptional attention to detail and a commitment to accuracy.
- A proactive, customer-focused mindset.
- The ability to effectively prioritise tasks and manage competing deadlines.
- A collaborative team player with strong problem-solving abilities.
If you meet these requirements and are eager to contribute to a professional financial services organisation, we invite you to submit your application.
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