Latest Opportunities at PSG Konsult Ltd

Job description:

The Administrative Assistant is primarily responsible for performing after sales service offering 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
• Prepare and finalise commission statements
• 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:

• Grade 12 / NQF4 qualification
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Recommended requirements:

• 2 – 3 years relevant work experience within the financial services industry

Competencies required:

• Resilient
• Teamwork
• Organising and planning
• Client service orientation
• Attention to detail

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Responsibilities:

Deceased Estates

• Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations.
• The administration and unwinding of new and existing deceased estates.
• To liaise and advise clients, heirs, financial advisors on the administration of deceased estates.
• Corresponding with banks and other entities to obtain information about estate assets and liabilities.
• Compiling Liquidation & Distribution Accounts and Estate Duty Schedules.
• Knowledge of relevant statutes – Administration of Estates Act; Estate Duty Act; Wills Act; Intestate Succession Act.

Trust Administration

• The administration of inter vivos and testamentary trusts, the drafting of new trust deeds, the drafting of amended and substitute trust deeds, change of trustees, deregistration of trusts, conducting trust audits on existing trusts.
• To liaise and advise clients, trust-beneficiaries, financial advisors on the administration of trusts and estate planning regarding trusts.

Drafting of Wills

• The drafting of wills, will and estate consultations.
• To liaise and advise clients and financial advisors on the drafting of wills and estate planning.

Minimum requirements:

• Matric
• Completed LLB or other related degree.
• 7 - 10 years’ experience in the administration of deceased estates.
• Extensive experience in the administration of deceased estates
• Experience with working on LegalEase or similar deceased estates program.
• Should be able to take over a table of in-process deceased estate files.
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong administrative skills

Recommendation:

• Courses / diplomas in the administration of deceased estates
• Knowledge of legal practices and terminology

Competencies required:

• Communication skills
• Team player
• Planning and Organizing skills
• Prioritization
• Problem-solving skills

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Job description:

To administer deceased estates ranking from normal to more complex estates. The Estate Administrator is responsible for the entire deceased estate administration process, liaises with clients, government authorities and private institutions.

Responsibilities:

• Open, draft, liaise and register all estate matters
• Consultation with all parties and heirs and obtain all documentation required for the reporting of the Estate to the Master’s Office
• Attend to Letters of Executorship and follow up with the Master’s Office
• Place advertisements in local newspapers and Government Gazette
• Open Estate Late Bank account
• Manage all correspondence with the Master, creditors and financial institutions
• Register SARS profiles and compile information for income tax returns and Estate Duty information for tax practitioners
• Draft all Liquidation and Distribution accounts in the respect of the Estate, lodging the L&D account with the Master’s Office
• Attend to work in progress on a daily basis and diarise necessary follow-ups
• Communicate with all heirs or other parties concerned relating to estate matters

Minimum requirements:

• LL.B or B.Comm (Law) or Adv Diploma in Trust and Estate Administration
• 5 years’ relevant work experience within estate administration
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Recommended requirements:

• Adv Diploma in Trust and Estate Administration

Competencies required:

• Strong communication skills (written and verbal)
• Strong interpersonal skills
• Ability to work using own initiative, prioritize own work and be flexible to changing business and departmental needs
• Excellent organisational skills
• Be willing to work in a high-paced environment
• Willing to work in a team but can function independently

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Job description:

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. 

Responsibilities:

• Financial Planning support
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Prepare statement of advice documentation as required.
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Prepare statement of advice documentation as required.
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
• Customer Service
• Team management
• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM systems

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• At least 1 - 5 year’s relevant work experience within the financial industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

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 and a
• Resilience
• Presentation skills
• Analytical skills

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Job description:

An opportunity exists for a Project Manager to work within a growing financial services organisation. The role requires an individual with IT project management experience particularly on software development projects using the agile methodology. The individual will assist in embedding agile practices and establishing the project management office competency within the organisation.

Responsibilities:

Overall Project Management responsibilities:

• Collaborate with stakeholders to investigate the feasibility of projects that support the achievement of business objectives
• Define project scope in collaboration with stakeholders to ensure that project deliverables and expectations are clearly articulated and aligned to business objectives
• Develop project plans which identify and sequence the activities and timelines needed to successfully complete the project
• Coordinate the implementation of project systems and processes in line with the required time, cost and quality standards
• Identify and assign resources and stakeholders required for the execution of the project
• Determine the project objectives and measures of success which will be used to evaluate project effectiveness
• Track and drive the implementation and delivery of the project plan in line with the scope, cost and time parameters of the project
• Identify risks and collaborate with stakeholders to manage the mitigation of risks
• Create channels that monitor project progress and deliver reports that accurately reflect the progress of the project
• Manage the project close out and the assessment of project effectiveness to make recommendations to improve project impact
• Manage project budgets
• Mentor graduate and junior project managers within the project management team
• Manage project teams to ensure collaboration to achieve optimal cross process integration
• Collaborate with project management team to continuously improve project delivery framework

Agile Specific responsibilities:

• Runs daily, weekly and monthly agile rituals efficiently and strictly
• Tracks work progress to identify blockages and developer divergence from allocated tasks
• Manage Business, Operational Staff and Product owners during SDLC process.
• Monitors channels for submission of development work requests
• Implements structure changes and strategy that are generated by agile retrospectives
• High velocity communicator - making sure that all information regarding changes in scope, delays & other detrimental events are communicated to those involved with the piece of work as soon as they arise
• Manage stories that do not contain the right level of detail from entering the Dev Structure

Minimum Requirements:

• Proven experience as a Project Manager, preferably for at least 5 years, including being responsible for implementation of projects, facilitating projects and related workshops and effectively communicating with all project stakeholders. 
• Proven experience facilitating a project across multiple divisions within an organisation. 
• PMBOK or Prince2 experience advantageous. 
• Agile/Scrum/Kanban experience preferable 
• Extensive understanding of IT software products/development 
• SDLC and Implementation experience 
• Experience in testing and QA environments 
• Experience in the Financial Services Industry 
• Must be competent in workshop facilitation techniques 
• IT Qualification equivalent to a BTech or BCom 

Competencies:

• Execution 
• Decision Making 
• Communication 
• Strategic 
• Influencing others 
• Critical Thinking  
• Business acumen 
• Personal Mastery 
• Collaboration 
• Initiating Action 

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Job description:

To provide underwriting assistance to the Adviser and manage the claims process from start to finish.

Responsibilities:

• Liaising with and providing feedback to clients
• Handling client queries
• Claims Management – the daily claims process from capturing received claims to processing and closing claims
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Recording details and information on the relevant systems
• Reporting
• Manage client retention and organic growth
• General office assistance and administration

Minimum Requirements:

• Grade 12
• Fully computer literate (MS Word, Excel, and Outlook)
• NQF Level 4 – Full qualification (short-term insurance) (Advantageous)
• RE5 (Advantageous)
• 1 – 2 years claims management experience

Competencies:

• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organising skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills
• Resilient with a good level of stress tolerance
• Highly client-focused with good interpersonal skills

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Job description:

The Writer will work closely and collaboratively with the Chief Investment Officer, Head of Wealth Investment Communications, fund analysts and marketing department in the creation of investment-based communications. The candidate will be an active and participative member of the investment management team and may be required to work irregular hours and deal with the pressure associated with meeting deadlines.

Responsibilities:

• Content generation, editing and copywriting
• Proofreading and editing daily, weekly, monthly, and quarterly communications
• Creation and editing of brochure ware as required and briefed by the respective business units
• Assist in managing the CIO’s social media strategy.
• Collaborate in identifying newsworthy content and writing/editing of the copy for special reports.
• Assist in project management of communications from brief to distribution.
• Monitoring media across all channels to stay abreast of economic and market news
• Actively scanning the competitor landscape
• Participation in the development of an annual communications strategy and quarterly plan to guide PSG’s positioning, and to ensure that the business has a leading share of voice within its target markets across all editorial channels (television, print, online and radio)
• Internal Communications: Assist in managing the intranet website
• Ad hoc responsibilities as required by the role

Competencies:

• Team player
• Skilled in business/financial market/macroeconomic writing and editing
• Strong project management skills
• Ability to generate content across multiple channels
• Ability to grasp concepts and when required generate them quickly
• Proofreading skills with strong attention to detail

Minimum requirements:

• BCom Degree (Marketing related qualification or similar)
• A minimum of 2 years’ experience within a similar role with a passion for writing
• An understanding and passion for the fund management/financial markets/macroeconomics would be advantageous
• Experience in video and/or sound editing advantageous
• Advanced competency to the MS Office suite required
• Basic html knowledge advantageous
• Be sufficient in independent research.
• Curious and able to creatively solve business requirements

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Description:

To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.

Responsibilities:

• Complete incoming projects/reports/JIRA tickets and attending to it as per stipulated business processes
• Attend to project tasks work accurately and within agreed timelines
• Ensure that all complex queries/ad hoc requests and escalations are attended to timeously and feedback is provided to all stakeholders
• Maintaining strong and essential relationships across all business units
• Maintain 95% quality standard by not creating operational risk events
• Highlight all processing gaps that are identified through in the complex queries, escalations and projects
• Keep up to date with Legislation and implementation of changes
• Ensure that all ad hoc projects assigned are managed according to the agreed timelines and completed as contracted
• Understanding of risk and compliance processes and issues
• Providing input on infrastructure and business processes to improve efficiency and quality service
• Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies

Minimum requirements:

• A relevant financial or business degree
• 1-2 years in the financial services industry
• Excellent verbal and communication skills
• Proficient in Microsoft Excel, Word and PowerPoint

Skills/ Competencies:

• Numeric ability
• Client focussed
• Accuracy skills essential
• Strong verbal and written communication skills
• Ability to work under pressure
• Ability to deal with complexity
• Systematic and organised
• Attention to detail
• Ability to recognise, communicate and assist in solving problems
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team