Adviser Assistant worcester, Western Cape Permanent
2 months ago
**Designation**:
Adviser Assistant |Worcester, Western Cape| Permanent
**Category**:
Client/Intermediary Services
**Job Level**:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
**Posted by**:
PSG Financial Services
**Posted on**:
05 Nov 2024
**Reference Number**:
POS37813
**Closing date**:
18-Nov-2024
**Position Type**:
Permanent
**Location**:
Worcester Adderley Street
**Overview**:
**VACANCY | ADVISER ASSISTANT | WORCESTER, 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.
**Job description**:
To provide an effective office assistant function to Advisers through reliable support, office administration, reception and switchboard duties and client administration.
**Responsibilities**:
Office administration:
- Purchase/ order general supplies
- Organize couriers
- Attend to client follow up calls when required in relation to seminar and function attendance.
- Manage Adviser diaries
Reception duties:
- Answering/redirecting all incoming calls, taking messages.
- Boardroom meeting reservations
- Meet and greet all clients and visitors to the office
- Make tea and coffee for clients
- Arrange appointments with clients or prospects on behalf of Adviser
Client administration:
- Ensure adequate knowledge of product provider websites and contact numbers
- Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
- Prepare prospective client files as needed
- Prepare and file new customer files as needed
- Generate investment statements/tax certificates as required
- Ensure all documents are loaded on the electronic system
Other Responsibilities:
- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Diary management
- Reporting of new business statistics
- Preparation of review appointments
- Maintaining CRM system
**Minimum Requirements**:
- Matric
- 1 - 3 years’ experience in the Financial Services industry
- Computer literacy (MS Office Word, Excel, Outlook)
**Competencies**:
- Client service and telephone etiquette
- Team-player
- Time management
- Energetic and eager to learn
- Attention to detail and accuracy
- Initiative
- Ability to work independently
**How to apply**:
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