Administrative Assistant

**Designation**:

Administrative Assistant

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

09 Sep 2024

**Reference Number**:

POS02414

**Closing date**:

20-Sep-2024

**Position Type**:

Permanent

**Location**:

Shelly Beach

**Overview**:
**VACANCY | ADMINISTRATIVE ASSISTANT | SHELLY BEACH, KWAZULU NATAL | 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 intermediary services offering to customers, thereby contributing to the ongoing customer relationship. 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**:

- Administration (filing, scanning, typing of correspondence)
- Answering telephone/receiving clients
- Consistent and proactive planning for months ahead
- Interact, manage and provide effective client service
- Prepare client files
- Process client queries and instructions
- Preparing renewals
- Following up on claims
- Administer all products and general office administration
- Set up appointments and diarizing for Adviser
- Intermediary Services
- Assistant clients on policies and procedures
- Maintain the CRM systems and asset registers

**Minimum Requirements**:

- Grade 12
- RE 5 or Financial Degree (Advantageous)
- 1 - 2 years admin experience in financial services
- Computer literacy (MS Office)

**Competencies required**:

- Teamwork
- Strong Organising and planning skills
- Client service orientation
- Attention to detail

**How to apply**: