PSG is currently holding a vacant post for an Administrative Assistant to be based in Roodepoort, Gauteng (Entry level position)

Closing date:07 August 2024

Location: Roodepoort, Gauteng

VACANCY | ADMINISTRATIVE ASSISTANT | ROODEPOORT, GAUTENG | 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 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)
• 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 client
• Meeting preps
• Compliance
• Printing & scanning
• Ensure FICA & FAIS Compliance

Minimum Requirements:

• Bachelors or Master’s degree in Computer Science, Information Systems, or related field.
• 1-2 years of experience in building data solutions, with a focus on BI/Data programs.
• Certification and/or experience in related database platforms

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 07 August 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.

APPLY HERE

The post PSG is Recruiting for an Administrative Assistant Post: Entry level appeared first on Scholarly Africa.

PSG is currently holding a vacant post for an Administrative Assistant to be based in Roodepoort, Gauteng (Entry level position) Closing date:07 August 2024 Location: Roodepoort, Gauteng VACANCY | ADMINISTRATIVE ASSISTANT | ROODEPOORT, GAUTENG | PERMANENT PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity …

The post PSG is Recruiting for an Administrative Assistant Post: Entry level appeared first on Scholarly Africa.

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