To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.
Closing date: 28 June 2024
Location: Roodepoort, Gauteng
Responsibilities:
- Administration of new business
- Gather Policy information
- Compile a summary of information
- Handle new applications and quotations
- Handle client enquiries (all existing business enquiries)
- Arrange appointments between Wealth Adviser and Clients
- Prepare & implement investment review appointments
- Maintain CRM system
- Prepare and distribute monthly/quarterly statements and Personal Financial Reports
- Build and maintain good working relationships
- Record details of transactions using the myPractice Notes module
- Maintain Service Level agreement deadlines
- Ensure FICA & FAIS Compliance
Minimum requirements:
- Grade 12
- Degree (Advantageous)
- 1 – 3 years administration experience within the financial services industry
- Computer literacy and knowledge of MS Office – Excel and Word
Competencies required:
- Time management
- Teamwork
- Organising and planning
- Presentable
- Client service orientation
- Attention to detail
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 28 June 2024.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
