Company:
PSG Konsult Ltd
Industry: Banking / Financial Services
Deadline: Not specified
Job Type: Full Time
Qualification: Matric
Experience: 3 – 5 years
Province: Western Cape
City:
Field: Administration / Secretarial, Finance / Accounting / Audit
Responsibilities:
- General administrative duties
- Provide comprehensive administrative support to a Wealth and Risk Advisor
- Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
- Prepare client files
- Process client queries and instructions
- Able to navigate and assist clients on CRM systems (Such as MyPractice)
- Process and submit new business applications for life insurance, investments, retirement, and savings products
- Liaise with product providers, underwriters, and clients to follow up and track applications
- Prepare client review packs, portfolio/investment summaries, and compliance documents
- Maintain accurate client records, FICA documents, and ensure regulatory compliance
- Manage daily workflows, CRM updates, and client communications
- Compile quotes from major insurers
Minimum requirements:
- Grade 12 qualification
- RE 5 or Wealth related qualification (Advantageous)
- 3 – 5 years wealth administrative experience within the financial services industry
- Computer literacy (MS Office)
Method of Application
Submit your CV and Application on Company Website:
