Vacancies at PSG Konsult Ltd

Responsibilities:

• Timeous and efficient arrangement of training sessions
• Ensure user manuals are accurate and up to date.
• Conduct training sessions
• Accurate updating and maintenance of training records
• Elite Wealth training and support

 Minimum requirements:

• BCom Degree qualification
• 3+ years’ experience in a financial service environment
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Valid driver’s license and own vehicle (travelling will be required)

 Competencies required:

• Team player
• Analytical skills
• Planning and Organising skills
• Prioritization
• Problem-solving skills
• Time management / Deadline driven

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Responsibilities:

• Gather Policy information
• Compile a summary of information
• 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 Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Cash flow analysis
• 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 Bachelor of Commerce degree (Preferably majoring in Finance / Information Systems, Analytics and Investment Planning/ Risk Management)
• RE 5 Completed or in progress
• 0-3 Year experience in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Strong technical and administrative skills

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Responsibilities:

• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• Preparing quotations for new and existing clients
• Handling endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Handling claims and follow ups

Minimum requirements:

• Matric
• NQF 4 Certificate in Short-Term Insurance
• 2 – 5 years short-term insurance experience
• Proficient in both spoken and written English
• Computer literacy (MS Office)

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Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• 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 Wealth Adviser
• Arrange appointments between Wealth 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) or BCom (Economics)
• 0-3 Year experience in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills

go to method of application »

Responsibilities:

• Front Office Management
• Answering/redirecting all incoming calls, taking messages, attending to client queries
• Gather Policy 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 Wealth Adviser/s
• Arrange appointments between Wealth 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
• Ensure FAIS Compliance
• Load new/existing business applications

Minimum requirements:

• Completed Bachelor of Commerce degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)
• Minimum 1-3 Year experience in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills