Designation:
Administrative Assistant/Paraplanner | Pietermaritzburg, KwaZulu Natal | Permanent
Category:
Administration and Operations
Job Level:
Semi-skilled and discretionary decision making
Posted by:
PSG Financial Services
Posted on:
13 Dec 2024
Reference Number:
POS39185
Closing date:
24-Dec-2024
Position Type:
Permanent
Location:
Pietermaritzburg Town Bush at Cascades
Overview:
VACANCY | ADMINISTRATIVE ASSISTANT/PARAPLANNER | PIETERMARITZBURG, KWAZULU NATAL | PERMANENT
PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disabilities to apply.
Job description:
The Administrative Assistant is primarily responsible for performing after-sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximize customer retention and referral, in line with the Practice Service model and Procedures. The role requires excellent client relationship management and office administrative skills.
Responsibilities:
- Implementing new investments
- Handling withdrawals on platforms
- Handling switches
- Compliance management
- Monthly review schedules
- Facilitating quotes from life companies
- Interacting, managing, and providing effective client service
- Implementing new business
- Preparing client files
- Processing client queries and instructions
- Maintaining the CRM system
Minimum Requirements:
- Matric Certificate
- RE 5 (Advantageous)
- 1-3 years of relevant experience
- Computer literate (MS Outlook, Excel, Word, CRMs)
Competencies:
- Ability to work independently
- Initiative
- Adaptable and fast learner
- Good verbal and written communication skills
- Strong administration, organization, and planning skills
- Able to handle administrative pressure
How to apply:
Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 24 December 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.
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