Administrative Assistant - Centurion, South Africa - PSG Wealth Financial Planning

PSG Wealth Financial Planning

Verified Company

Centurion, South Africa

1 week ago

Posted by:

Thabo Mthembu

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Description

VACANCY | ADMINISTRATIVE ASSISTANT | CENTURION, GAUTENG | 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.

Job description:

The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship.

The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.

The role needs excellent client relationship management and office administrative skills.

Responsibilities:

Interact, manage and provide effective client service
Prepare and finalise commission statements
Implement new business
Prepare risk and investment quotes
Prepare client files
Process client queries and instructions
Administer all products
Coordinate prospect projects
Research product information
Maintain the CRM system

Minimum requirements:

Grade 12 / NQF4 qualification
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)

Recommended requirements:

years relevant work experience within the financial services industry

Competencies required: