Branch Administration Assistant - Half Way Tree

Summary

Provide speedy and efficient administrative related functions to support the Branch Manager and Financial Advisors in achieving the objectives of the Branch.

Responsibilities

• Provide administrative support in the day-to-day activities of the Branch.:

  • • Assist with preparing status letters and client spreadsheet/ ECRIS report.
  • • Assist Branch Manager, clients, financial advisors in processing queries, documents, and forms relating to the relevant departments.
  • • Assist with the preparation of information folders for Branch meetings.
  • • Assist with the requisition of stationery.

• Record and check applications for processing:

  • • Return incomplete applications to financial advisors and alert them and the Branch Manager via email when applications are returned.

• Sort files for scanning confirming completeness and accuracy before preparing documents in small batches for imaging.:

  • • Ensure index fields are completed on the front page of all documents.

• Dispatch policy contracts to financial advisors.:

  • • Check and record policy acknowledgement receipts received and route to the New Business Department.
• • Prepare and submit reports to the Branch Manager and Branch Coordinator
• • Perform other job-related duties assigned from time to time.

Required Skills

• • Working knowledge of computer software packages such as word processing and spreadsheet applications.
• • Basic knowledge of life insurance principles.
• • Sound human relations and time management skills.
• • Ability to communicate effectively.

Qualifications

• • Six (6) CSEC or GCE ‘O’ level subjects including English Language and a numeric subject.
• • Successful completion of LOMA Parts 1 and 2 designations would be an asset.

Additional Information and Instructions

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than February 7, 2025. While we appreciate all applications, only shortlisted candidates will be contacted.

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