Personal Assistant Insurance - Paarl
Personal Assistant Insurance - Paarl
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Salary Not Disclosed
1 Vacancy
Job Description
Our client a Insurance company in Paarl is looking for a Personal Assistant to the MD.
Duties & Responsibilities
Matric with at least 5 years experience as a Personal Assistant preferably to the Financial Services industry OR a BDegree with at least twoormore 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 servicerelated 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.
Please send cv qualifications references salary expectation and photo to:
Employment Type
Full-Time
