Administrative Assistant - Client Relations & CRM

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

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.