HEART Trainee – Corporate Circle (Administrative Support)

About the role

The HEART Trainee will provide efficient administrative assistance to the Branch Manager and Financial Advisors, ensuring smooth daily operations and high customer satisfaction. You will process applications accurately, prepare reports, and handle policy documentation while gaining practical experience in a leading financial services firm.

Key responsibilities

• Process applications with 100% accuracy and within stipulated timelines.
• Check applications, code biographical information, and submit supporting documents to the Branch Administration Associate.
• Prepare and submit regular reports, ensuring timeliness and precision.
• Dispatch policy contracts and acknowledgement receipts, maintaining accurate records.
• Sort and dispatch incoming branch mail promptly.
• Monitor and replenish stationery supplies for the branch.
• Perform any other job‑related duties as assigned.

Required profile

• Minimum six 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 applications (e.g., Microsoft Excel).
• Word processing applications (e.g., Microsoft Word).