Employee Benefits Adviser Assistant (ADP) | Sovereign Drive, Pretoria - Gauteng at PSG Konsult Ltd

Responsibilities:

• Interact with clients (management of relationships and providing client services)
• Underwriting coordination
• New business implementation
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products & processes, including claims and billing
• Coordinate prospecting projects
• Research product information
• Maintain CRM system

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• Regulatory Exam for Representatives passed
• At least 1-2 year’s relevant work experience within the financial industry
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently
• Resilience