Administrative Assistant

Psg Konsult; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Pretoria is seeking an Administrative Assistant to provide after-sales service and manage client relationships. The ideal candidate should have at least 1 year of experience in financial services and be proficient in MS Office, especially Excel. Responsibilities include processing client queries, maintaining the CRM, and ensuring compliance. This is a permanent position requiring excellence in communication and organization.

Qualifications

• Minimum 1 year experience in the financial services industry.
• Proficient in spoken and written English and at least one other South African language.
• Strong technical, organisation, planning, and administrative skills.

Responsibilities

• Process client queries and instructions.
• Gather policy information.
• Handle new applications and quotations.
• Maintain the CRM system and existing portfolios.

Skills

Client relationship management

Office administrative skills

Communication skills (verbal & written)

Problem solving

Attention to detail

Education

Grade 12

Tools

MS Office

Excel

Job description

Designation : Administrative Assistant | Pretoria, Gauteng | Permanent

• Reference Number : POS
• Closing date : 28-Nov-
• Position Type : Permanent
• Location : Pretoria Boardwalk
• Category : Administration and OperationsJob Level : Semi-skilled and discretionary decision making
• Posted by : PSG Financial Services
• Posted on : 14 Nov

Overview : VACANCY | ADMINISTRATIVE ASSISTANT | PRETORIA, GAUTENG | PERMANENTPSGs 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.

The Administrative Assistant is primarily responsible for performing after sales service 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

• Process client queries and instructions
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly / quarterly statements
• Office Management and Administration
• New business implementation
• Reception duties
• Ensure FAIS Compliance
• Load new / existing business applications
• Employee benefit administration
• Diary management – new and existing business cases
• Diary management for Wealth Adviser
• Arranging appointments between Wealth Adviser and Clients
• Commission allocation and front office account duties
• Preparing and implementing Life / investment etc. proposals

Minimum requirements

• Grade 12
• Minimum Year experience in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office) – Highly competent in Excel
• Strong technical, organisation, planning and administrative skills
• Good verbal and written communication skills
• Able to handle admin pressure

Competencies required

• Excel Spreadsheet and basic accounts
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Client Centricity
• Good time management

How to apply

Candidates interested must apply here by no later than 28 November

OR browse available PSG Careers vacancies 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 4 weeks of your application, please accept that your application was not successful.