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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The Administrative Assistant is primarily responsible for performing after sales service 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
Minimum Requirements:
Computer literate (MS Outlook, Excel, and Word)
1-2 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
Good administration, organisation, and planning skills
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