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Executive Assistant to the Managing Director - Paa
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6 days ago55 views
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General Details
Location:
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
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.
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.
https://www.jobplacements.com/Jobs/E/Executive-Assistant-to-the-Managing-Director-Paarl-1164822-Job-Search-03-06-2025-04-04-08-AM.asp?sid=gumtree
Id Subtitle 1316328799
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Job Placements
Selling for 1 month
Total Ads4.33K
Active Ads4.33K
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