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  • Posted: Nov 23, 2023
    Deadline: Not specified
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    PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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    Administrative Assistant | Bethlehem, Free State

    Job description:

    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 client files
    • Process client queries and instructions
    • Administer all products and general office administration
    • Coordinate prospect projects
    • Research product information
    • Intermediary Services
    • Assistant clients on polices and procedures
    • Maintain the CRM system

    Minimum requirements:

    • Grade 12
    • RE 5
    • 3 – 5 years experience within the financial services industry
    • Proficient in both spoken and written English and at least one other of the official South African languages
    • Computer literacy (MS Office)

    Competencies required:

    • Resilient
    • Teamwork
    • Organising and planning
    • Client service orientation
    • Attention to detail

    Method of Application

    Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

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