Designation:Administrative Assistant/Paraplanner | Pietermaritzburg, KwaZulu Natal | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:13 Dec 2024Reference Number:POS39185Closing date:24-Dec-2024Position Type:PermanentLocation:Pietermaritzburg Town Bush at CascadesOverview:VACANCY | ADMINISTRATIVE ASSISTANT/PARAPLANNER | PIETERMARITZBURG, KWAZULU NATAL | PERMANENTPSG'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 investmentsHandling withdrawals on platformsHandling switchesCompliance managementMonthly review schedulesFacilitating quotes from life companiesInteracting, managing, and providing effective client serviceImplementing new businessPreparing client filesProcessing client queries and instructionsMaintaining the CRM systemMinimum Requirements:Matric CertificateRE 5 (Advantageous)1-3 years of relevant experienceComputer literate (MS Outlook, Excel, Word, CRMs)Competencies:Ability to work independentlyInitiativeAdaptable and fast learnerGood verbal and written communication skillsStrong administration, organization, and planning skillsAble to handle administrative pressureHow 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 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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