Adviser Assistant - Worcester, South Africa - PSG Konsult

PSG Konsult
PSG Konsult
Verified Company
Worcester, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

Job description:


To provide an effective office assistant function 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
- _

Other Responsibilities:
_

  • Administration
  • Client Relationship Management
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handling and solving of client enquiries
  • Diary management
  • Reporting of new business statistics
  • Preparation of review appointments
  • Maintaining CRM system

Minimum requirements:


  • Matric
years' experience in the Financial Services industry

  • Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:


  • Client service and telephone etiquette
  • Teamplayer
  • Time management
  • Energetic and eager to learn
  • Attention to detail and accuracy
  • Initiative
  • Ability to work independently

How to apply:


Ability to commute/relocate:

  • Worcester,

Western Cape:
Reliably commute or planning to relocate before starting work (preferred)


Education:


  • High School (matric) (required)

Experience:

- financial services: 2 years (required)
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