Employee Benefits Adviser Assistant

1 week ago

Centurion, South Africa PSG Konsult Full time

**Calling All Finance Graduates**

Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.

Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.

Don’t just dream about your future in finance—make it happen with PSG Financial Services.

**What does the programme offer**:

- Permanent employment
- An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
- On-the-job mentorship and training from established financial advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

**Job description**:
PSG has an exciting opportunity exciting opportunity for an applicant who will be responsible for Employee Benefit administration and client services in the healthcare sector of our Financial business.

**Responsibilities**:

- Ensure data is accurately entered and validated before submission or further processing.
- Regularly update member records to reflect changes in plan options, personal details, or dependants.
- Track and record all submitted documents and correspondence related to healthcare client administration.
- Advise clients on group risk and retirement fund benefits
- Assist clients with the claims process
- Assist clients with general benefit queries
- Ensure CRM data is up to date and accurate
- Member induction presentations
- Identifying and providing leads to colleagues in other PSG Wealth service lines
- Keeping up to date with provider amendments

**Minimum requirements**:

- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics) / NQF4 Wealth Management
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player

How to apply:
**Education**:

- Bachelors (required)

**Experience**:

- healthcare FSP: 1 year (preferred)

**Location**:

- Centurion, Gauteng (preferred)

Work Location: In person

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