Long-term Insurance Administrative Assistant

2 months ago


Durbanville, 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
- Long-term 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
- Team-player

**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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