Administrative Assistant Waterkloof-pretoria

2 weeks ago

Waterkloof, South Africa PSG Konsult Ltd. Full time

**Designation**:

Administrative Assistant | Waterkloof-Pretoria, Gauteng

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Konsult

**Posted on**:

15 Jun 2023

**Reference Number**:

PSG-DW-VAC0178

**Closing date**:

23 Jun 2023

**Position Type**:

Permanent

**Location**:

Waterkloof Lois Aven

**Overview**:
**VACANCY | ADMINISTRATIVE ASSISTANT | WATERKLOOF-PRETORIA, 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**:
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 maximize 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**:
Office Administration
- Purchase Order general supplies
- Petty Cash l Logbook l Tax receipts
- Organise couriers and delivery of documentation when required.
- Attend to client follow up calls when required in relation to seminar and function attendance.
- Manage Adviser diaries.
- Monthly printer reading submission and submitting payment instructions to finance for implementation.

Reception Duties
- Answering/redirecting all incoming calls, taking messages.
- Boardroom meeting reservations
- Meet and greet all clients and visitors to the office.
- Arrange appointments with clients or prospects on behalf of adviser.
- Make tea and coffee for clients.

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 clients’ enquiries.
- Diary Management.
- Reporting of new business statistics
- Maintaining CRM System

***Minimum requirements**:

- Grade 12 / NQF4 qualification
- 2 - 3 years relevant work experience within the financial service indsustry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

***Recommended requirements**:

- RE5

***Competencies required**:

- Client services and telephone etiquette
- Team -player
- Time management skills
- Resilient
- Attention to Detail
- Organising and planning
- Client service orientation

**How to apply**:

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