Senior Administrator | Bloemfontein, Free State | Permanent

VACANCY | SENIOR ADMINISTRATOR | BLOEMFONTEIN, FREE STATE | 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:

PSG has an exciting opportunity for a Senior Administrator at PSG Wealth ROSEBANK office who will be responsible for the administration of wealth clients portfolios, office processes and to assist the wealth manager.

Responsibilities:

• Pro-active administration of client accounts and fast efficient processing of new investments and business
• Direct relationship with clients in managing their investment affairs optimally and reporting and servicing
• Management and support of Junior staff members
• Ensure the applicable advisor/s maintain high compliance levels and report where standards are not met
• Ensure clients reviews are conducted according to SLAs and duly documented as such. Pro-active approach to getting review statistics correct and setting up meetings with clients
• E-reviews of selected clients
• Updating of client data on MyPractice, including accuracy of life products prior to reviews
• Generate an accurate PFR from MyPractice for all clients
• Efficient clients take on process for new potential investors
• Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations
• Assist with efficient co-ordination and planning of client functions

Minimum Requirements:

• Matric
• Relevant Financial Services Diploma and/or Degree (Advantageous )
• 10+ years relevant work experience within the Financial Services industry
• Valid drivers license and own vehicle
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)
• RE5 (Advantageous)

Competencies:

• Self-driven and vision for efficiencies
• Confidence in work abilities
• Pro-active and results driven, willing to work overtime where required when urgent transactions pending
• Good communication skills (written & verbal)
• Natural administration and system skills
• Interpersonal skills
• Good administration skills
• Planning and organising skills
• Good time management skills
• Resilient with a good level of stress tolerance
• Team Player
• Client service driven

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 30 April 2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.