Long-term Insurance Administrative Assistant

2 weeks ago


Durbanville, Western Cape, South Africa PSG Wealth Financial Planning Full time

VACANCY | WEALTH ADVISER ASSISTANT | DURBANVILLE, WESTERN CAPE | PERMANENT


PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce.

In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.


Responsibilities:

  • Medical Aid claims administration
  • Gap cover claims administration
  • General administration
  • Client Relationship Management
  • Investment analysis and proposal
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Prepare and implement investment proposals
  • Calculate tax/legal implications of investments
  • Cash flow and performance calculations
  • Pre-Retirement planning calculations
  • Handle and solve client enquiries
  • Diary management
  • Report new business statistics
  • Prepare investment review appointments
  • Train and mentor new employees
  • Keep track of assets under management
  • Maintain CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements

Minimum requirements:

  • BCom or BA degree
  • Successfully obtained a Matric certificate
  • 2 year's relevant work experience within the financial industry with policy, systems and financial product knowledge
  • Longterm insurance experience
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Proficient in MS Office (Excel, Word, Outlook)

Competencies:

  • Analytical thinking
  • Attention to detail
  • Communication skills
  • Teamplayer

Education:

  • Bachelors (required)

Experience:

  • Long-
Term Insurance: 2 years (required)

  • Financial services Administrative: 2 years (required)

Ability to Commute:

  • Durbanville, Western Cape (required)

Ability to Relocate:

  • Durbanville,

Western Cape:
Relocate before starting work (required)

Application Deadline: 2024/02/21

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