Senior Administrator | Faerie Glen, Pretoria, Gauteng | Permanent

Designation: Senior Administrator | Faerie Glen, Pretoria, Gauteng | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 05 Nov 2024

Reference Number: POS39069

Closing date: 15-Nov-2024

Position Type: Permanent

Location: Pretoria Boardwalk

Overview:

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 disability to apply.

Job description:

PSG has an exciting opportunity for a Senior Administrator responsible for office management and administration, interacting with clients in a professional format by managing relationships and providing excellent client services at our Faerie Glen office who will be responsible for the assistance to broker and administration and overseeing tasks of personnel, wealth, and office processes.

Responsibilities:

• General Office administration tasks directly and indirectly by supervision
• Management and support of Junior staff members.
• Quality control of Process such as:
• Gather Policy information
• Generate an accurate PFR from MyPractice for all clients.
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• 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
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies
• Develop and implement standard operating procedures and create efficiencies.
• Ensure adequate distribution of work across support staff where possible.
• Conduct staff performance reviews together with broker
• Drive professional & organizational development initiatives
• Arrange regular service and product provider training for staff.
• Ensure all advisers maintain high compliance levels and report where standards are not met.
• Ensure clients reviews are conducted according to SLA’s and duly documented as such.
• E-reviews of selected clients
• Updating of client data on MyPractice, including accuracy of life products prior to reviews
• Generate an accurate PFR from MyPractice for all clients.
• Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
• Ensure the efficient co-ordination and planning of client functions.

Minimum Requirements:

• Matric/Grade 12, office administration and/or a relevant degree or diploma
• 4 – 5 + year’s relevant work experience within the financial Services industry
• Valid driver’s license and own vehicle
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies:

• Good communication skills (written & verbal) - Proficient in both spoken and written English
• Interpersonal skills
• Good administration skills
• Achieving deadlines sufficiently and accurately
• Planning and organising skills
• Good time management skills
• Resilient with a good level of stress tolerance
• Team Player
• Client service driven
• Certification and/or experience in related database platforms

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 15 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.