Designation: Senior Administrator | Faerie Glen, Pretoria, Gauteng | Permanent
Category: Administration and Operations
Job Level: Semi-skilled and discretionary decision making
Posted by: PSG Financial Services
Posted on: 05 Nov 2024
Reference Number: POS39069
Closing date: 15-Nov-2024
Position Type: Permanent
Location: Pretoria Boardwalk
Overview:
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:
PSG has an exciting opportunity for a Senior Administrator responsible for office management and administration, interacting with clients in a professional format by managing relationships and providing excellent client services at our Faerie Glen office who will be responsible for the assistance to broker and administration and overseeing tasks of personnel, wealth, and office processes.
Responsibilities:
General Office administration tasks directly and indirectly by supervision
Management and support of Junior staff members.
Quality control of Process such as:
Gather Policy information
Generate an accurate PFR from MyPractice for all clients.
Compile a summary of information
Preparing of Client Reviews
Preparing proposals and client reviews according to set template
Data capturing
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
Arrange appointments between Wealth Adviser and Clients
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies
Develop and implement standard operating procedures and create efficiencies.
Ensure adequate distribution of work across support staff where possible.
Conduct staff performance reviews together with broker
Drive professional & organizational development initiatives
Arrange regular service and product provider training for staff.
Ensure all advisers maintain high compliance levels and report where standards are not met.
Ensure clients reviews are conducted according to SLA's and duly documented as such.
E-reviews of selected clients
Updating of client data on MyPractice, including accuracy of life products prior to reviews
Generate an accurate PFR from MyPractice for all clients.
Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
Ensure the efficient co-ordination and planning of client functions.
Minimum Requirements:
Matric/Grade 12, office administration and/or a relevant degree or diploma
4 – 5 + year's relevant work experience within the financial Services industry
Valid driver's license and own vehicle
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Competencies:
Good communication skills (written & verbal) - Proficient in both spoken and written English
Interpersonal skills
Good administration skills
Achieving deadlines sufficiently and accurately
Planning and organising skills
Good time management skills
Resilient with a good level of stress tolerance
Team Player
Client service driven
Certification and/or experience in related database platforms
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 15 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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