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Senior Administrator

Psg Konsult

Gauteng

On-site

ZAR 300 000 - 400 000

Full time

10 days ago

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Job summary

A financial services firm in Bryanston is seeking a Senior Administrator responsible for office management, client administration, and supporting brokers. The ideal candidate should have over 10 years in administration, be proficient in multiple languages, and have strong client service skills. This permanent position offers an opportunity to contribute to a diverse workplace.

Qualifications

  • Minimum 10+ years administration experience in financial services is advantageous.
  • Proficient in spoken and written English and at least one other official South African language.
  • Valid driver's license and own vehicle.

Responsibilities

  • Manage office administration including purchasing and organizing supplies.
  • Handle client administration and ensure knowledge of product providers.
  • Maintain CRM system and prepare client files.

Skills

Client service and telephone etiquette
Time management
Organising and planning
Attention to detail and accuracy
Ability to function well under pressure

Education

Matric

Tools

MS Office (Word, Excel, Outlook)
Job description

Designation : Senior Administrator | Bryanston, Gauteng | PermanentCategory : Administration and OperationsJob Level : Semi-skilled and discretionary decision makingPosted by : PSG Financial ServicesPosted on : 02 Oct

  • Reference Number : POS
  • Closing date : 10-Oct-
  • Position Type : Permanent
  • Location : Bryanston
Overview

VACANCY | SENIOR ADMINISTRATOR | BRYANSTON, GAUTENG | PERMANENTPSG's 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

PSG has an exciting opportunity for a Senior Administrator at our Bryston office who will be responsible for office administration, wealth, office processes and to assist the broker.

Responsibilities
  • Office administration : Purchase / order general supplies
  • Petty Cash
  • Organize couriers
  • Manage Adviser diaries
  • Client administration : Ensure adequate knowledge of product provider websites and contact numbers
  • Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
  • Prepare prospective client files as needed
  • Prepare and file new customer files as needed
  • Ensure all documents are loaded on the electronic system
  • Other Responsibilities : Administration
  • Client Relationship Management
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handling and solving of client enquiries
  • Diary management
  • Preparation of insure review appointments
  • Maintaining CRM system
Minimum requirements
  • Matric
  • Minimum 10+ years administration experience (Financial Services Industry will be advantageous)
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office Word, Excel, Outlook)
  • Valid driver's license and own vehicle
Competencies required
  • Client service and telephone etiquette
  • Team-player
  • Time management
  • Organising and planning
  • Attention to detail and accuracy.
  • Ability to function well under pressure
How to apply

Candidates interested must apply here by no later than 10 October

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.

For more information about careers at PSG, visit

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