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  • Posted: Jun 19, 2023
    Deadline: Jun 30, 2023
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    PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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    Codes Process Administrator | Tygerwaterfront, Western Cape

    Job description:

    • PSG Konsult is a leading, financial services company seeking to employ a Codes Process Administrator that is comfortable and experience in an administration environment. The individual must be able to manage his/her time and prioritise tasks to ensure deadlines are met. He/she must also be able to evaluate and optimise processes. The candidate must be able to interact with confidence with the relevant role players.

    Responsibilities:

    • Management of Orphan Clients
    • Provide service and feedback to Advisers, Regional Managers and Product Providers
    • Ensuring that processes are in compliance with PSG’s standards and requirements and according to Legislation within the Financial Services Industry and Treating your clients fairly.
    • Tracking and reporting overall progress on tasks delegated
    • Provide reporting overall progress on tasks delegated
    • Assist with project deliverables in the Codes Team
    • Onboarding of New Advisers (managing the opening of new Broker Codes and transition of Business to PSG).

    Minimum requirements:

    • Grade 12 / NQF4 qualification
    • 2 years’ relevant strong administration work experience within the financial services industry
    • 2years’ Project Administration experience
    • Proficient in both spoken and written English and at least one other of the official South African languages
    • Computer literacy (MS Office)

    Competencies required:

    • Strong administration skills
    • Communication skills
    • Client services skills
    • Detail orientated
    • Planning and organising skills
    • Problem solving skills
    • Time management skills

    go to method of application »

    myPractice Support

    Job description:

    • PSG has a great opportunity for an individual who will be responsible for telephonic and written support on the company client portals and PSG applications. You will be part of a team of support agents. The ideal candidate must have a degree and excellent telephone etiquette. PSG is a fast-paced environment, successful candidates need to be able to work in a team but also find solutions bases on previous cases to improve solution driven support.

    Responsibilities:

    • Telephonic/written support of end users of PSG’s CRM system
    • Manage expectation of clients
    • Ticket resolution of tickets that come through the ticketing system
    • Make suggestions for improvements – identify recurring items to raise awareness and suggest possible solution to identify trends
    • Liaise between users and various departments to resolve problems or issues

    Minimum requirements:

    • Completed NQF7 level degree in Commerce, Humanities or a General degree
    • Proficient in both spoken and written English and at least one other of the official South African languages
    • Excellent Computer literacy (MS Office)

    Competencies required:

    • Effective communication and knowledge sharing abilities
    • Attention to detail and accuracy
    • Communication and influencing skills
    • Results Orientated and driven to find solutions

    Method of Application

    Use the link(s) below to apply on company website.

     

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