Administrative Assistant

8 hours ago


Tzaneen, South Africa PSG Wealth Distribution Full time

**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**:

- Post matric qualification / NQF5 qualification
- RE Certificate
- 1-2 years relevant work experience within 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)

**Competencies required**:

- Organising and planning
- Client Service
- Attention to detail

Ability to commute/relocate:

- Bethlehem, Free State: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

**Experience**:

- Administrative office procedures, practices and equipment: 2 years (required)



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