Adviser Assistant |Worcester, Western Cape| Permanent

VACANCY | ADVISER ASSISTANT | WORCESTER, WESTERN CAPE | PERMANENT

PSG'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 disabilities to apply.

Job Description:

To provide effective office assistant functions to Advisers through reliable support, office administration, reception and switchboard duties, and client administration.

Responsibilities:

Office Administration:

• Purchase/order general supplies
• Organize couriers
• Attend to client follow-up calls when required in relation to seminar and function attendance.
• Manage Adviser diaries

Reception Duties:

• Answering/redirecting all incoming calls, taking messages.
• Boardroom meeting reservations
• Meet and greet all clients and visitors to the office
• Make tea and coffee for clients
• Arrange appointments with clients or prospects on behalf of Adviser

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
• Generate investment statements/tax certificates as required
• Ensure all documents are loaded on the electronic system
• Submit and follow through of new applications or changes

Other Responsibilities:

• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving client enquiries
• Handling new applications and quotations
• Diary management
• Reporting of new business statistics
• Preparation of review appointments
• Maintaining CRM system

Minimum Requirements:

• Matric
• 1 – 3 years’ experience in the Financial Services industry
• Computer literacy (MS Office Word, Excel, Outlook)

Competencies:

• Client service and telephone etiquette
• Team player
• Time management
• Energetic and eager to learn
• Attention to detail and accuracy
• Initiative
• Ability to work independently

How to Apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 18 November 2024. 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 2 weeks of your application, please accept that your application was unsuccessful.