HEART Trainee – Branch Administration Support

About the role

The HEART Trainee will provide essential administrative assistance to the Branch Manager and Financial Advisors at the Holborn Branch, ensuring smooth daily operations and high customer satisfaction.

Key responsibilities

• Process applications with 100% accuracy within stipulated timelines.
• Check applications, code biographical information, and submit supporting documents to the Branch Administration Associate.
• Prepare and submit regular reports with required accuracy.
• Dispatch policy contracts and acknowledgement receipts promptly.
• Sort and dispatch incoming branch mail within set timeframes.
• Maintain adequate stationery supplies for the branch.
• Perform any other job‑related duties as assigned.

Required profile

• Six or more CXC or GCE “O” level subjects, including English Language and a numeric subject.
• Sound knowledge of computer software packages, especially spreadsheet and word‑processing applications.
• Basic human relations and time‑management skills.
• Effective oral and written communication abilities.

Required skills

• Spreadsheet software proficiency
• Word‑processing software proficiency