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PSG Administration Assistant Position

Company : PSG Financial Services Location : Bethlehem, Free State Salary : Not specified Closing Date : 17 April 2025 Job Description PSG Financial Services is seeking a dedicated Administrative Assistant to join their team in Bethlehem, Free State. This is a permanent role ideal for someone with strong client service and administrative capabilities. The successful candidate will focus on providing excellent after-sales service, strengthening customer relationships, and ensuring efficient office operations. Duties - Provide effective client service and manage client interactions - Process client queries and instructions - Administer various financial products - Handle new applications, quotations, and policy information - Prepare investment review appointments and statements - Maintain and update the CRM system - Ensure compliance with FAIS regulations - Rebalance portfolios and manage administrative documentation - Maintain Service Level Agreements and detailed transaction...