Key Account Coordinator - Johannesburg, South Africa - PPS Recruitment

PPS Recruitment
PPS Recruitment
Verified Company
Johannesburg, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

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Description

Job Advert Summary:


Minimum Requirements:


Ideal experience & qualifications:


  • 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.


  • Relevant tertiary qualification

  • BCom or similar financial degree

Competencies & ideal personality attributes:


  • Strong attention to detail
  • Ability to work independently and be proactive
  • Very organized with a strong administration background
  • Excellent communication skills verbal and written
  • Reliable and dependable
  • Passionate, ambitious, and energetic
  • Friendly and professional

Systems knowledge:


  • Proficient in MS Word, MS Excel, MS PowerPoint, and MS Outlook
  • CRM

Duties and Responsibilities:


  • Provide administrative support to Investment Specialist in and out of office
  • Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
  • Train and provide support to IFA assistants on PPSI administrative procedures and systems
  • Coordinate regional workshops and client functions
  • Database management understanding and managing client information on behalf of the Investment Specialist to better understand clients
  • Assist regional office team with general office requirements as needed
  • Handle client queries face to face, written and telephonic
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