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 https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK 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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