Position: Administrative Assistant 

Location: Klerksdorp

Closing date: 11 February 2025

Minimum Requirements:

• Grade 12
• 1 – 3 years’ experience within the Financial Services Industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Must we willing to study towards obtaining industry required accreditation

Responsibilities:

• Administration (filing, scanning, typing of correspondence)
• Answering telephone/receiving clients
• Interact, manage and provide effective client service
• Prepare client files
• Process client queries and instructions
• Administer all products and general office administration
• Intermediary Services
• Assistant clients on policies and procedures
• Maintain the CRM system

Position: Adviser Development Programme

Closing date: 30 June 2025

Minimum Requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management/Financial Planning) or BCom (Economics)
• 0-2 Years experience in the financial services industry advantageous but not compulsory
• Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Adviser
• Arrange appointments between Adviser and Clients
• Prepare investment review appointments

Position: Bulk Administrator

Location: Waterfall Magwa Crescent

Closing date: 10 February 2025

Minimum Requirements:

• B. Com Finance/Accounting
• Experience in the LISP (Linked Investment Service Provider) industry / Collective Investments would be an advantage
• Advanced Excel

Responsibilities:

• Identify and close out on cashbook reconciliations
• Identify, investigate, and process unallocated cashbook entries timeously
• Capture assigned work accurately with no reviews obtained per case at all times
• Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies
• Maintain 100% quality standard by not creating operational risk events and adhering to 100% of the quality assurance review
• Maintaining strong and essential relationships across all business units
• Highlight all processing gaps that are identified through in the capture step
• Provide input to process and systems development customer relations in line with TCF Regulations and PSG processes and policies

Position: Business Analyst Practice Lead

Location: Tygerwaterfront The Edge

Closing date: 14 February 2025

Minimum Requirements:

• BCom / BSc degree or equivalent qualification
• Minimum of 5 years’ Business Analysis experience in the financial services industry (preferable Short-term insurance)
• Minimum of 2 years Team Leadership experience
• 5+ years’ experience of Microsoft technologies (Windows, SharePoint, MS-365, MS-Teams, Power Apps, etc.).
• Integration knowledge (API design, integration between on-premise and cloud and multiple service provider platforms)
• Knowledge of Infrastructure concepts such as virtualisation, VPN, Cloud etc

Responsibilities:

• Defining the methodologies, techniques, and tools that Business Analysts (BAs) should use to gather, document, and analyse business requirements.
• Establish a set of standards and best practices for performing business analysis.
• Facilitating workshops, collecting, and documenting business requirements
• Analyse data, processes, and systems to identify areas for improvement or optimization.
• Encouraging collaboration and effective communication among BAs, other departments, stakeholders, and project teams. This can include regular meetings, knowledge sharing.
• Providing templates and guidelines for documenting requirements, process flows, use cases, and other relevant business analysis artifacts.
• Ensuring that business analysis activities align with project management processes and timelines, helping to define and prioritize requirements for projects.

Position: Intermediate Project Manager

Location: Constantia, Cape Town

Closing date: 12 February 2025

Minimum Requirements:

Proven experience as an Intermediate Project Manager for at least 3 years, including being responsible for implementation of projects, facilitating projects and related workshops and effectively communicating with all project stakeholders
Proven experience facilitating a project across multiple divisions within an organisation
PMBOK or Prince2 experience advantageous
Agile/Scrum/Kanban experience preferable
Extensive understanding of IT software products / development
SDLC and Implementation experience
Experience in testing and QA environments
Experience in the Financial Services Industry
Must be competent in workshop facilitation techniques
IT Qualification equivalent to a BTech or BCom

Responsibilities:

• Ensuring that client objectives are met and that deliverables are delivered to time and cost targets and the appropriate quality standards
• Working with clients to define project goals and to establish the overall success criteria for projects, including time, cost, technical and performance parameters
• Ensure the alignment of projects with the clients’ overall business goals
• Developing the project execution plan
• Identifying and implement tools and systems to proactively maintain project governance in accordance with an agreed project execution plan
• Coordinating, controlling and directing the activities of all staff and project team members to ensure the project success criteria are met
• Monitoring and applying performance management techniques
• Respond promptly and efficiently to the clients’ needs, changes and requests within the context of the project
• Managing the project change control process, including the implementation of change control procedures
• Monitoring and advising upon project finances

Application:

To send your application, please visit https://myfocus.psg.co.za/CareerFocus/Vacancy/HRF_VACANCY_SEARCH_CAREERS_BLOCK.aspx