Administrator/Personal Assistant

2 weeks ago


Pretoria, South Africa Dante Personnel Full time
Minimum requirements:
  • Grade 12 or equivalent
  • Tertiary qualification in Finance or Administration
  • Experience on Microsoft Office Suite will be beneficial
  • Experience working on a CRM system, preferably XPLAN
  • Experience working on Astute will be beneficial
Duties:

Personal Assistant to Financial Planners
  • Making client appointments, confirming details
  • Confirming client appointments as and when needed
  • Servicing several alphabet letters (all surnames starting with) ±25% of client files currently
    • Calling and receiving client calls
    • Keeping records on CRM & shared drive.
    • Handling client queries/requests / instructions.
    • Involving planner when advice and / or intermediary service required
    • Load and update client information (CRM and Product Providers)
  • Servicing several alphabet letters (clients)
    • Demonstrate a proper understanding of administrative processes
    • Preparing for client appointments (prospects, new and existing clients). This includes administrative preparations for financial planning, reviews, and other appointments up to the stage where the para-planner or financial planner takes over (including the use of ASTUTE)
    • Assisting planners during client appointments at the office e.g., making ID copies
    • Executing administrative part of implementation on instructions from the planner, post-client appointments
    • Preparing and submitting product provider forms using product provider online systems
    • Record keeping on both CRM and shared workspace
    • CRM tasks create, execute, complete
    • CRM workflows initiate, follow all steps, complete
Reception:
  • Stand in occasionally when receptionist is on leave or in training.
  • Effective and efficient reception duties
  • Manage and prioritize incoming and outgoing clients, guests, deliveries, and mail (Gatekeeping)
  • Instruct and assist Jabulani regarding daily deliveries.
  • Telephone and switchboard (Stand by)
    • Answer telephone within four rings.
    • Excellent telephone etiquette (externally, internally)
    • Filter and transfer calls
    • Taking and communicating messages MS Teams
Consultant: Monique Coetzee - Dante Personnel Pretoria Silver Lakes

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