Administrative Assistant - Roodepoort at PSG Konsult Ltd

Job description:

• 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:

• Matric/NQF 4
• Relevant tertiary qualifications and / or industry related certifications (Advantageous)
• Knowledge of financial legislation (FAIS & FICA) (Advantageous)
• Computer literate (MS Outlook, Excel, and Word)
• 3-5 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

 Skill sets required:

• Good administration, organisation, and planning skills
• Able to handle admin pressure