Financial Services Administrative Specialist & Client Relations

PSG Konsult Ltd.; Paarl; Vor Ort; ZAR 120.000 - 180.000; Vollzeit

Zusammenfassung

PSG Konsult Ltd. in Paarl invites applications for an Administrative Assistant role focused on after-sales service and client relationship management within the stockbroking environment.

The role requires strong English proficiency, solid admin skills, and the ability to work independently while building lasting relationships, maintaining CRM records, handling queries, and ensuring FAIS compliance.

Qualifikationen

• Matric completed.
• 1-2 years of experience in the financial services industry.
• Relevant experience within a financial planning, stockbroking and/or investment environment (Advantageous).
• Proficient in both spoken and written English and an official South African language.

Aufgaben

• Interact, manage and provide effective client service.
• Process client queries and instructions.
• Administer all products.
• Research product information.
• Gather policy information.
• Handle new applications 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.
• Manage Administrative Documentation (detailed records).
• Build and maintain good working relationships.
• Record details of transactions.
• Ensure FAIS compliance.
• Load new/existing business applications.

Kenntnisse

Client service

CRM management

Communication

Independent work

Initiative

Ausbildung

Matric completed

Tools

CRM system

Jobbeschreibung

PSG Konsult Ltd. in Paarl invites applications for an Administrative Assistant role focused on after-sales service and client relationship management within the stockbroking environment.

The role requires strong English proficiency, solid admin skills, and the ability to work independently while building lasting relationships, maintaining CRM records, handling queries, and ensuring FAIS compliance.