Long-term Insurance Administrative Assistant - Durbanville, South Africa - PSG Wealth Financial Planning

PSG Wealth Financial Planning

Verified Company

Durbanville, South Africa

1 week ago

Posted by:

Thabo Mthembu

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Description

VACANCY | WEALTH ADVISER ASSISTANT | DURBANVILLE, WESTERN CAPE | PERMANENT

PSGs 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.

Responsibilities:

Medical Aid claims administration
Gap cover claims administration
General administration
Client Relationship Management
Investment analysis and proposal
Gather Policy information
Compile a summary of information
Research product information
Prepare and implement investment proposals
Calculate tax/legal implications of investments
Cash flow and performance calculations
Pre-Retirement planning calculations
Handle and solve client enquiries
Diary management
Report new business statistics
Prepare investment review appointments
Train and mentor new employees
Keep track of assets under management
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements

Minimum requirements:

BCom or BA degree
Successfully obtained a Matric certificate
2 year's relevant work experience within the financial industry with policy, systems and financial product knowledge
Longterm insurance experience
Proficient in both spoken and written English and at least one other of the official South African languages
Proficient in MS Office (Excel, Word, Outlook)

Competencies: