Location: Montana, Pretoria, Gauteng
Job Type: Permanent
Salary: Market Related
Employment Equity: Yes
Reference Number: 120SNCL02_BM
A well-established financial services company with more than a century of experience is looking for a Senior Clerk: Brokers to join its Gauteng North Brokers Division in Montana, Pretoria. This opportunity is ideal for an experienced administrative professional who enjoys working in a structured environment while delivering outstanding service to brokers, clients, and internal stakeholders.
The successful candidate will play a key role in ensuring that broker administration, policy processing, and office support functions are completed accurately and within required turnaround times. The position offers the opportunity to work for an organisation that values professionalism, customer service, employee development, and high performance.
About the Role
As the Senior Clerk: Brokers, you will provide comprehensive administrative support to the broker division while assisting with policy administration, new business processing, office coordination, and general branch administration. You will be responsible for ensuring that documentation is complete, client requests are handled efficiently, and all processes comply with company procedures and industry regulations.
This position requires someone who is highly organised, detail-oriented, and capable of managing multiple responsibilities in a fast-paced office environment.
Key Responsibilities
Your duties will include, but will not be limited to:
- Assist with the administration and processing of new business applications.
- Review submitted applications to ensure all required documents are complete and accurate.
- Process affordability enquiries and attach supporting documentation where required.
- Return incomplete applications for correction before submission.
- Prepare and submit documentation for scanning and processing.
- Assist with policy quotations, conversions, amendments, and policy servicing requests.
- Monitor outstanding requests and ensure timely follow-up until completion.
- Generate production reports and statistical information for management.
- Produce weekly and daily administrative reports for branch management.
- Verify scanned applications and ensure documentation is correctly allocated.
- Request outstanding pages where documents are incomplete and arrange rescanning.
- Manage the issuing and return of marketing materials while maintaining accurate records.
- Monitor office stationery levels and arrange replenishment when required.
- Assist with branch asset management, stock verification, and inventory control.
- Report damaged or missing assets in accordance with company procedures.
- Support petty cash administration where required.
- Answer incoming telephone calls and direct enquiries to the appropriate department.
- Provide general administrative support to the Area Manager and office staff.
- Coordinate incoming and outgoing correspondence.
- Arrange the submission of policy documentation to Head Office.
- Assist Broker Consultants and District Managers with administrative duties.
- Prepare letters, emails, memorandums, and contracts.
- Conduct fingerprint capturing and background screening processes for new appointments.
- Report equipment faults and follow up on maintenance requests.
Minimum Requirements
Applicants should meet the following minimum requirements:
- Grade 12 (Matric).
- Category B FAIS accreditation with 140 Long-Term Insurance Credits.
- A recognised industry qualification that meets Financial Services Board requirements.
- Compliance with FAIS Fit and Proper requirements applicable to industry entry dates.
- Clear ITC record.
- Clear criminal record.
- RE5 or RE1 qualification will be advantageous.
- Intermediate computer literacy, including Microsoft Office, Excel, and email.
- Previous experience providing extensive administrative support.
- Project coordination experience will be beneficial.
Skills and Competencies
The ideal candidate should demonstrate:
- Excellent administrative and organisational skills.
- Strong attention to detail and high levels of accuracy.
- Good verbal and written communication abilities.
- Excellent customer service orientation.
- Strong interpersonal skills with the ability to work well with colleagues and management.
- Sound knowledge of the Financial Advisory and Intermediary Services legislation.
- Ability to identify suspicious or fraudulent activities.
- Good time management and planning skills.
- Ability to work efficiently under pressure while meeting deadlines.
- Professionalism and integrity in handling confidential information.
Why Apply?
This is an excellent opportunity to become part of a respected financial services organisation with a long-standing reputation for excellence. Employees are supported through ongoing development opportunities, a professional working environment, and a competitive remuneration package. If you have strong administrative experience and a passion for delivering quality service within the financial services industry, this role offers excellent long-term career prospects.
Job Summary
- Position: Senior Clerk: Brokers
- Location: Montana, Pretoria, Gauteng
- Employment Type: Permanent
- Salary: Market Related
- Employment Equity Position: Yes
- Reference Number: 120SNCL02_BM
If you meet the minimum requirements and are looking to build your career within a leading financial services organisation, this could be the ideal opportunity to take the next step in your professional journey.