Job Advert Summary
The successful candidate will form part of the national PPS Investments marketing and business development team. Primary responsibility will be the provision of administrative support to the Investment Specialists.
The successful candidate must have the ability to work in a pressurized environment adhering to tight deadlines. Strong organizational skills and ability to multitask.
Minimum Requirements
Qualification:
- Relevant tertiary qualification – BCom or similar financial degree.
Experience:
- 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.
Competencies:
- Strong attention to detail.
- Ability to work independently and be proactive.
- Very organized with a strong administration background.
- Excellent communication skills – verbal and written.
- Reliable and dependable.
- Passionate, ambitious, and energetic.
- Friendly and professional.
Duties and Responsibilities
- Provide administrative support to Investment Specialist in and out of office.
- Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
- Train and provide support to IFA assistants on PPSI administrative procedures and systems.
- Coordinate regional workshops and client functions.
- Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
- Assist regional office team with general office requirements as needed.
- Handle client queries face to face, written and telephonic.