Key Account Coordinator

3 weeks ago

Nuweland, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Minimum Requirements**:
**Qualification**:

- Relevant tertiary qualification - BCom or similar financial degree.

**Experience**:

- 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.

**Competencies**:

- Strong attention to detail.
- Ability to work independently and be proactive.
- Very organized with a strong administration background.
- Excellent communication skills - verbal and written.
- Reliable and dependable.
- Passionate, ambitious, and energetic.
- Friendly and professional.

**Duties and Responsibilities**:

- Provide administrative support to Investment Specialist in and out of office.
- Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
- Train and provide support to IFA assistants on PPSI administrative procedures and systems.
- Coordinate regional workshops and client functions.
- Database management - understanding and managing client information on behalf of the Investment Specialist to better understand clients.
- Assist regional office team with general office requirements as needed.
- Handle client queries face to face, written and telephonic

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