Office Manager

 

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).