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Administrative Assistant/Paraplanner | Pietermaritzburg, KwaZulu Natal | Permanent

PSG Konsult Ltd. • Other • Pietermaritzburg, KwaZulu-Natal, South Africa • $200 - $300 / year • 3h ago

Designation:

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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