Wealth Assistant

at  PPS Recruitment

JOB ADVERT SUMMARY

The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to assist. Communication with others is based on knowledge of repetitive job routines and procedures. Consistent, error free work based on defined regulations and standards are key measures of job performance success. The successful incumbent will be responsible for administration, client relationship management and investment analysis and proposals.

QUALIFICATIONS:

• Grade 12.
• A 3-year tertiary qualification advantageous.

EXPERIENCE:

• At least 2 years’ experience in the financial services or Life Assurance industry in an administrator role.
• Administration and capturing experience.
• Excellent data entry/keyboard skills.
• Knowledge of PPS administration and relevant product knowledge would be advantageous.

KNOWLEDGE:

• Computer Literate (MS Office Package).
• Basic knowledge of the Life Assurance or Financial Services Industry.
• Sound knowledge of Investments.

• Be responsible for providing a professional service to PPS members and associated parties.
• This will include working across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve queries from start to end.
• Required to make decisions within their mandate and execute a higher quality of service combined with increased quantity as per the performance contract.
• Must excel in a pressurized environment and be a quick thinker that applies logic in decision making.
• Be flexible and embrace change and lead the way in change management.
• Have a reduced element of error with accuracy and attention to detail in processing work.
• Handle all consumer contacts (calls/emails) professionally.
• Provide customers with product and service information.
• Process requests, forms and applications.
• Identify and escalate priority issues.
• Present product and process information to members/staff on a proactive basis, demonstrating a high level of understanding of the business.
• Take ownership of service level standards and ensure they are reached consistently.
• Escalate systems failures to the appropriate support team in order for the team to stay productive.
• Agree duties with team members in order to achieve operational targets including prioritisation and work schedules.