Administrative Assistant | Malmesbury at PSG Konsult Ltd

Job description:

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

Responsibilities:

Office administration:

• Purchase/ order general supplies
• Petty Cash
• 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 of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM system

Competencies required:

• Client services and telephone etiquette
• Team-player
• Time management skills

Minimum requirements:

• Grade 12 qualification
• 2 – 3 years relevant work 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)

Recommended requirements:

• RE5

Competencies required:

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