Job Description: Responsibilities & Requirements
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:
Back office Personal assistant for Life, Investments and medical.
Responsibilities:
- Answering/redirecting all incoming calls and taking messages
- Arrange appointments with client or prospects on behalf of the Adviser
- Prepare prospective client files as needed
- General office management assistance
- Receive, direct and relay messages via phone/email
- Greet and welcome guests as soon as they arrive at the office
- General administration
- Handling of claims administration
- Receiving, distributing, and processing all incoming and outgoing mail
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Skill sets required:
- Grade 12
- Computer literate (MS Office – Excel, Word and Outlook)
- 1-2 years experience as a receptionist and personal assistant
- Professional attitude and appearance
- Ability to be resourceful and proactive when issues arise
- Multitasking and time-management skills, with the ability to prioritize tasks
- Must be punctual
- Client services and good telephone etiquette
- Good verbal and written communication skills
- Ability to work under pressure
- Excellent organisational skills
- Experience in short-term insurance (negotiable)
- Own vehicle (negotiable)