Office Manager
2 weeks ago
**Job description**:
PSG has an exciting opportunity for an Office Manager at our Somerset West office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker.
**Responsibilities**:
- Manage of team of adviser assistants and support staff.
- Develop and implement standard operating procedures and create efficiencies.
- Ensure adequate distribution of work across assistants and support staff.
- Conduct staff performance reviews, drive professional & organizational development initiatives.
- Arrange regular service and product provider training for staff.
- Ensure all advisers maintain high compliance levels and report where standards are not met.
- Ensure clients reviews are conducted according to SLA’s and duly documented as such.
- E-reviews of selected clients
- Updating of client data on MyPractice, including accuracy of life products prior to reviews
- Generate an accurate PFR from MyPractice for all clients via assistants.
- Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
- Ensure the efficient co-ordination and planning of client functions.
- General office management
**Minimum requirements**:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- At least 3 - 5 year’s relevant work experience within the financial Services industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and at least one other of the official South African languages,
- Computer literacy (MS Office
**Competencies required**:
- Good communication skills (written & verbal)
- Interpersonal skills
- Good administration skills
- Planning and organising skills
- Good time management skills
- Resilient with a good level of stress tolerance
- Team Player
- Client service driven
Ability to Commute:
- Somerset West, Western Cape (required)
Ability to Relocate:
- Somerset West, Western Cape: Relocate before starting work (required)
Application Deadline: 2023/11/14
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