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Junior Adviser Assistant Roodepoort, Gauteng

4 months ago

Roodepoort, South Africa PSG Konsult Ltd. Full time

**Designation**:

Junior Adviser Assistant | Roodepoort, Gauteng

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

14 Jun 2024

**Reference Number**:

POS37864

**Closing date**:

28 Jun 2024

**Position Type**:

Permanent

**Location**:

Roodepoort Constanti

**Overview**:
**VACANCY | JUNIOR ADVISER ASSISTANT | ROODEPOORT, GAUTENG | 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 Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.

**Responsibilities**:

- Administration of new business
- Gather Policy information
- Compile a summary of information
- Handle client enquiries (all existing business enquiries)
- Arrange appointments between Wealth Adviser and Clients
- Prepare & implement investment review appointments
- Maintain CRM system
- Prepare and distribute monthly/quarterly statements and Personal Financial Reports
- Build and maintain good working relationships
- Record details of transactions using the myPractice Notes module
- Maintain Service Level agreement deadlines
- Ensure FICA & FAIS Compliance

**Minimum requirements**:

- Grade 12
- Degree (Advantageous)
- 1 - 3 years administration experience within the financial services industry
- Computer literacy and knowledge of MS Office - Excel and Word

**Competencies required**:

- Time management
- Teamwork
- Organising and planning
- Presentable
- Client service orientation
- Attention to detail

**How to apply**: