Description:
Requirements:Matric with at least 5 years, experience as a Personal Assistant, preferably, to the Financial Services industry OR a B-Degree with at least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial Services industry
Must be computer literate on a basic to intermediary level on Microsoft Office software
Must have excellent communication skills in Afrikaans and English;
Must have excellent interpersonal, time management and organizational skills;
Must be able to work independently with the ability to multitask and prioritize workloads;
Must have the ability to follow established processes;
Own transport and cell phone is mandatory
Responsibilities:
Keeping of electronic diary and organizing the advisors time management;
Preparing of reports, presentations, and other correspondence;
Coordinate engagements and events, keeping of notes, scheduling of meetings, booking of venues etc;
First point of contact with client enquiries;
Maintain client relations;
Record keeping of client data on relevant data base system;
Preparation of client files according to legislation;
Liaising with staff and suppliers when necessary.
Attending to client consultations for new business and service-related needs;
Maintaining of existing business;
Developing and presenting financial planning recommendations and/or alternatives to clients;
To have a holistic approach to financial advice;
Establishing and defining a professional relationship with clients;
Analyzing and evaluating of financial information;
The implementation of financial planning recommendations;
The monitoring of the financial planning recommendations;
Oversee the administration of a financial planning practice, including but not limited to compliance, revisions, marketing opportunities, etc.
06 Mar 2025;
from:
gumtree.co.za