key-account-coordinator-jhb-west-or-north-at-pps

Job Description:

Beware of scammers who pose as reprensentatives of genuine employers.

PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...

Key Account Coordinator (JHB West or North)

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.

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