VACANCY| UNIT TRUST ADMINISTRATOR| COSTANTIA, CAPE TOWN | 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:
The successful candidate will be function as the link between business objectives and technology development capabilities. The candidate will primarily be involved in the analysis of functionality for the PSG CRM platform used by PSG Advisers nationally.
Responsibilities:
- Capturing / Approving instructions into the internal system
- Ensuring that all FICA requirements are complied with
- Accurate processing of client and transaction data
- Managing professional client relationships via telecommunications
- Attending to internal and external queries
- Maintaining good internal relationships with various departments
- In Time Quality feedback to all stakeholders
- Promote positive team dynamic
- Processing of all daily client transactions
- Performing validations on incoming client instructions
- Examining captured instructions for accuracy
- Attending to queries from clients
- Maintaining records of all interactions with clients
- General Reporting
- Uploading files and release payment
Minimum Requirements:
- Minimum Matric
- Degree: Business Relates
- Minimum of three (3) to five (5) years’ working experience within the financial services industry
- Must have demonstrable experience of working in support of a senior individual and understand the need for confidentiality
- Sound administration experience
- Must have computer skills (Windows, Word, Power point, Excel, Internet)
- Excellent verbal and written communication skills (English and Afrikaans)
Competencies:
- Attention to detail
- Accuracy
- People skills
- Product knowledge
- Time Management
- Results Orientated
- Systematic, organised working conventions
- Following and understanding procedure
- Ability to follow and complete routine functions
- Ability to prioritise and plan workload
- Ability to keep to deadlines
- Analytical thinker
- Problem solving and decision making
- Independent worker that supports team in reaching goals
- Persistence to getting tasks completed according to standards provided
- Strive to be approachable
- Able to control workload within given time limits
- Use initiative in managing workload expectations
- Share workload and knowledge
- Ensure awareness of team members in times of pressure
- Ensure problem resolution attitude
- Experience working on AWD, specifically Silica systems would be a advantage
- Strong client services skills
- Driver license with own reliable transport
- Willingness to work outside of business hours and weekends
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 July 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.
