Senior Administrator | Rosebank at PSG Konsult Ltd

Job description:

PSG has an exciting opportunity for an Senior Administrator at our Rosebank office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker.

• Management and support of Junior staff members.
• Develop and implement standard operating procedures and create efficiencies.
• Ensure adequate distribution of work across support staff.
• Conduct staff performance reviews, drive professional &organizational development initiatives .
• Arrange regular service and product provider training for staff.
• Ensure all advisers maintain high compliance levels and report where standards are not met.
• Ensure clients reviews are conducted according to SLA’s and duly documented as such.
• E-reviews of selected clients
• Updating of client data on MyPractice, including accuracy of life products prior to reviews
• Generate an accurate PFR from MyPractice for all clients via assistants.
• Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
• Ensure the efficient co-ordination and planning of client functions.
• General office management

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• 6 – 10+ year’s relevant work experience within the financial Services industry
• Valid driver’s license and own vehicle
• Proficient in both spoken and written English and at least one other of the official South African languages,
• Computer literacy (MS Office

 Competencies required:

• Good communication skills (written & verbal)
• Interpersonal skills
• Good administration skills
• Planning and organising skills
• Good time management skills
• Resilient with a good level of stress tolerance
• Team Player
• Client service driven