Administrative Assistant at PSG Wealth Financial Planning

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
• 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
• Process new applications and quotations

Minimum requirements:

• Minimum entry level qualification equivalent to Grade 12 / NQF4 qualification
• 2 - 3 years relevant work experience within the financial services industry
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)

Competencies:

• Organising and planning
• Client Service
• Attention to detail