Adviser Assistant

3 days ago

Worcester, South Africa PSG Konsult Full time

**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 required**:

- 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**:
Ability to commute/relocate:

- Worcester, Western Cape: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- High School (matric) (required)

**Experience**:

- financial services: 2 years (required)

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