PSG is Recruiting for an Administrative Assistant

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.

Closing date: 10 September 2024

Location: Clearwater

INTRODUCTION

In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

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

Responsibilities:

• Gather Policy information
• Handle client enquiries (all existing business enquiries)
• Make phone calls to potential clients
• 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
• Responsible for Tax Certificates
• Uploading monthly fund fact sheet
• Client monthly statements
• Tax certificates

• Uploading review meeting notes on the shared folder and on my practices – (Scanned and upload)
• Daily instructions (Withdrawals, Additions, Payments, and amendments for clients – CCM, Allan Gray, PSG AM, PSG Online and Recently added PSG Wealth Shortfall for LA), PSG AM Shortfall
• Sending meeting invites to clients
• Meeting preps
• Compliance
• Printing & scanning

Minimum Requirements:

• Grade 12
• Degree (Advantageous)
• 2 – 3 years administration experience within the financial services industry
• Computer literacy and knowledge of MS Office – Excel and Word

Competencies required:

• Telephone etiquette
• 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 10 September 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.

CLICK HERE TO APPLY

The post PSG is Recruiting for an Administrative Assistant appeared first on Scholarly Africa.

PSG is Recruiting for an Administrative Assistant 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. Closing date: 10 September 2024 Location: Clearwater INTRODUCTION In achieving our employment equity goals, we give preference to applicants from …

The post PSG is Recruiting for an Administrative Assistant appeared first on Scholarly Africa.

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