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 offi... read moreces throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.
Responsibilities:
Prepare and organise documents for client meetings
Assist with the preparation of reports for presentations
Responding to member queries – email and telephonic
Subm
Responsibilities:
Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Preparing proposals and client reviews according to set template
Data capturing
Responsibilities:
Conduct various types of testing, including manual, automated, functional, regression, and performance testing.
Collaborate with Developers, Business Analysts and business te
Responsibilities:
Define and document system architecture, aligning with enterprise architecture guidelines
Integrate applications and data to create cohesive and consistent user experiences
Responsibilities:
General administrative duties
Handle and manage all administrative duties around short-term insurance policies and clients (Including updates, changes, etc.)
Prepare client
Responsibilities:
Journals, Importing / Exporting and processing up to trial balance level
Income and payments on bank statement to balance to cashbook and Adviser commission statement
Recon
Responsibilities:
Analyse and transform data sets from various business systems and 3rd party data sources and consolidate it in meaningful BI models
Perform data cleaning and preparation
Ga
Responsibilities:
Operational
Management of client service team leaders and broader team while supporting the wealth business
Active management of team service levels and maintaining daily
Responsibilities:
Register claims and appoint assessors
Manage claims in terms of claims SLA
Make decision regarding merit – indemnify or not
Negotiate settlement
Manage the salvag
Responsibilities:
Application of underwriting policy
Compiling quotations with suggested rate or pricing on behalf of broker consultant
Manage administrative documentation (detailed records)
Responsibilities:
Drive innovation and business initiatives in the claim’s environment from a digital and automation perspective.
Successful execution of Claims strategy
Support the pr
Responsibilities:
Develop the Broker base and build sound relationships
Optimising underwriting performance at a policy and portfolio level
Premium growth as per target
Loss ratio as per t
Responsibilities:
Develop the Broker base and build sound relationships
Optimising underwriting performance at a policy and portfolio level
Premium growth as per target
Loss ratio as per t
Responsibilities:
Administrative support to the trading team
Data collection for equity research reports. Should be comfortable with a Bloomberg terminal, Iress as well as Mornigstar to compil
Responsibilities:
Train advisers on the PSG Wealth Advice Process Digital Tool through in-person and virtual sessions (e.g., MS Teams).
Part of the team that visit adviser offices during ongoi
Responsibilities:
Administrative Support:
Assist the Healthcare Account Executive with day-to-day administrative tasks related to employer groups.
Maintain and update client records, ensuri
Responsibilities:
Administration (filing, scanning, typing of correspondence)
Answering telephone/receiving clients
Interact, manage and provide effective client service
Responsibilities:
Identify potential financial advisers as possible acquisitions
Drive the appointment approval process engaging with all relevant stakeholders
Drive strategic initiatives re
