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Adviser Assistant |Worcester, Western Cape| Permanent

PSG Konsult Ltd. • Other • Worcester, Western Cape, South Africa • $200 - $300 / year • 3h ago

Designation:

Adviser Assistant | Worcester, Western Cape | Permanent

Category:

Client/Intermediary Services

Job Level:

Semi-skilled and discretionary decision making

Posted by:

PSG Financial Services

Posted on:

05 Nov 2024

Reference Number:

POS37813

Closing date:

18-Nov-2024

Position Type:

Permanent

Location:

Worcester Adderley Street

Overview:

VACANCY | ADVISER ASSISTANT | WORCESTER, WESTERN CAPE | 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:

To provide effective office assistant functions to Advisers through reliable support, office administration, reception and switchboard duties, and client administration.

Responsibilities:

Office Administration:

Purchase/order general supplies
Organize couriers
Attend to client follow-up calls when required in relation to seminar and function attendance.
Manage Adviser diaries

Reception Duties:

Answering/redirecting all incoming calls, taking messages.
Boardroom meeting reservations
Meet and greet all clients and visitors to the office
Make tea and coffee for clients
Arrange appointments with clients or prospects on behalf of Adviser

Client Administration:

Ensure adequate knowledge of product provider websites and contact numbers
Produce any documents or correspondence as required by the Adviser, Para-Planner, or Practice Manager
Prepare prospective client files as needed
Prepare and file new customer files as needed
Generate investment statements/tax certificates as required
Ensure all documents are loaded on the electronic system
Submit and follow through of new applications or changes

Other Responsibilities:

Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving client enquiries
Handling new applications and quotations
Diary management
Reporting of new business statistics
Preparation of review appointments
Maintaining CRM system

Minimum Requirements:

Matric
1 – 3 years’ experience in the Financial Services industry
Computer literacy (MS Office Word, Excel, Outlook)

Competencies:

Client service and telephone etiquette
Team player
Time management
Energetic and eager to learn
Attention to detail and accuracy
Initiative
Ability to work independently

How to Apply:

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 18 November 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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