Current Vacancies at PSG Konsult Ltd

Responsibilities:

• Preform calculations required under SAM, SARB reporting, and internal management reporting
• Perform calculations and scenario testing for the ORSA cycle
• Provide technical support for new business investigations and provide technical support for pricing reviews
• Tracking of companywide offshore investment capacity
• Develop functional and technical specification documentation
• Develop data requirements and reporting templates to support regulatory reporting
• Analysis around best estimates financial assumptions for business use
• Develop customized specifications for data extracts depending on business needs
• Analysis of business metrics to provide business insights
• Continuously identify and implement incremental improvements to current processes, independent of larger project deliverables

Minimum Requirements:

• A relevant tertiary qualification is essential –a bachelor’s degree (Actuarial science / Finance / Risk Management / Mathematics)
• 2-3 years of experience as an Actuarial or Risk analyst
• If following the Actuarial track, steady progression with Actuarial exams
• Registration as a student member with ASSA
• Basic SQL and programming skills required
• Must have Financial Services experience
• Work experience in a stockbroking/security environment beneficial
• Investment Management or LISP platform experience beneficial
• Must have creative skills in providing possible solutions to business requirements

Skills and competencies:

• Strong mathematical skills
• Financial Product and Systems knowledge
• Analytical thinker with problem-solving skills
• Attention to detail
• Ability to engage effectively with stakeholders
• Process and Solutions orientated
• Communication skills (verbal and written)
• Teamwork/ Cooperation
• Resilience
• Must be able to work under pressure
• Goal and deadline-driven
• Systems thinking / Ability to see the big picture

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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 client files
• Process client queries and instructions
• Administer all products
• Research product information
• Maintain the CRM system
• Handling personal and commercial Short-term insurance administration
• Claims handling
• Amendments to contracts and renewals
• I-Comply

 Skill sets required:

• Matric Certificate
• RE 5 (Advantageous)
• 2 - 3 years administrative experience within the short-term insurance industry
• Computer literate (MS Outlook, Excel, and Word)
• Good verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure

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Job description:

• The successful candidate will be responsible for supporting the wealth or insure advisers, management and administration, interacting with clients by managing relationships and providing client services.
• In your 18-month programme, you will play a large role in ensuring new business implementation, marketing plan implementation and client support.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Adviser
• Arrange appointments between Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum Requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management/Financial Planning) or BCom (Economics)
• 0-2 Years experience in the financial services industry advantageous but not compulsory
• Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills

Competencies required:

• Customer Service
• Business Acumen
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player