Adviser Admin Assistant Ballito, Kwazulu-natal

1 day ago

Ballito, South Africa PSG Konsult Ltd. Full time

**Designation**:

Adviser Admin Assistant | Ballito, KwaZulu-Natal | Permanent

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

11 Oct 2024

**Reference Number**:

POS39025

**Closing date**:

18-Oct-2024

**Position Type**:

Permanent

**Location**:

Ballito Simbithi Office Park

**Overview**:
**VACANCY | ADVISER ADMIN ASSISTANT | BALLITO, KWAZULU-NATAL | PERMANENT**

PSG's 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 administrative assistance to the Advisers. The focus of the role is to provide quality service and maximise 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**
- Maintain and update the CRM systems (MyPractice / MyBase)
- General administration and compliance
- Preparing quotations for new and existing clients
- Issuing new policies, renewals and endorsements
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Handling claims and follow ups

**Minimum Requirements**:

- Matric
- RE5 will be advantageous or be prepared to work towards obtaining RE5
- Be prepared to work towards obtaining NQF Level 5 in Short Term Insurance
- 1-3 years relevant work experience within the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies**:

- Good verbal and written communication skills
- Strong administration skills
- Attention to detail
- Planning and organising skills
- Time management skills
- Highly client focused with good interpersonal skills

**How to apply**:

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