PA / Administrator to Senior Financial Broker

Found in: Talent ZA 2A C2 - 2 weeks ago


Umhlanga, South Africa GJM Ultra Brokers Full time

Job Title: PA / Administrator to General ManagerJob Summary:The secretary will be responsible for providing efficient and effective administrative support to the Senior Financial Advisor, ensuring smooth operations and contributing to the overall success of the department. The Secretary/Personal Assistant will perform a variety of tasks, including managing calendars, coordinating meetings, maintaining records, handling correspondence, and assisting with general office management duties. The ideal candidate should possess excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.Duties and Responsibilities:- To provide full secretarial and administrative services to the Senior Financial Advisor.- To maintain client service excellence.- Excellent communication skills (written and spoken).- Good telephonic skills.- Able to work under pressure.- Able to manage the daily diary for the broker.- Schedule appointments for medicals for clientsMinimum Requirements:- Grade 12 or NQF level 4- National Secretarial Certificate/Diploma in Office Administration, NQF 5 preferable.Experience:- 1 - 2 Years relevant secretarial and administrative experience in long term insurance.- Proficient in Microsoft Office and Outlook Office SuiteIf you meet the above requirements and are passionate about admin, we'd like to hear from youNote: Only shortlisted candidates will be contacted for further selection.



  • Umhlanga, South Africa Calltrain (Pty) Ltd Full time

    We are looking for an experienced PA/Secretary/Administrator for and exciting and different position at our company. You would be making calls and setting up appointments for interviews and surveys with business executives in Southern African countries. We have the database and contact details of the executives, you need to secure the appointment using your...


  • Umhlanga, South Africa Sanlam Full time

    Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...

  • Financial Advisor

    23 hours ago


    Umhlanga, South Africa Providential financial service Full time

    Compensation plan: Please note that this role is purely commission based Providential Financial Services is a leading financial institution in KZN dedicated to empowering individuals to secure their financial futures. We believe in providing opportunities for growth, success, and prosperity. We are looking for individuals to join our dynamic team as a...

  • Outsurance Broker

    6 days ago


    Umhlanga, South Africa OUTsurance Full time

    Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...

  • Financial Advisor

    23 hours ago


    Umhlanga, South Africa Providential Financial Services Full time

    Job Title: Financial Services Advisor Location: Umhlanga and Durban North Area **Job Type**: Full-Time Compensation plan: Please note that this role is purely commission based Providential Financial Services is a leading financial institution in KZN dedicated to empowering individuals to secure their financial futures. We believe in providing...

  • Financial Advisor

    3 days ago


    Umhlanga, South Africa Providential Financial Services Full time

    Job Title: Financial Services Advisor Location: Umhlanga and Durban North Area **Job Type**: Part Time Compensation plan: Please note that this role is purely commission based Providential Financial Services is a leading financial institution in KZN dedicated to empowering individuals to secure their financial futures. We believe in providing...

  • Financial Advisor

    4 days ago


    Umhlanga, South Africa Providential Financial Services Full time

    Job Title: Financial Services Advisor Location: Umhlanga and Durban North Area **Job Type**: Full-Time Compensation plan: Please note that this role is purely comission based Providential Financial Services is a leading financial institution in KZN dedicated to empowering individuals to secure their financial futures. We believe in providing...


  • Umhlanga, South Africa Vodafone Full time

    **Role purpose**: To provide administrative support to TowerCo’s Property Management Department by processing applicable documentation to ensure that rental and electricity consumption payments are made timeously and to liaise with landlords, electricity providers and other third parties to assist with enquiries. Assisting to process lease/contract data...


  • Umhlanga, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Financial Analyst

    2 days ago


    Umhlanga, South Africa TLT Appointing PTY LTD Full time

    **Key Purpose**: Assist Financial Manager in managing all financial accounting processes for Life and Insurance to ensure budgets are met and to optimize the business financial performance. - **General Ledger Administration** - Ensure all accounts in the ledger are verified, accurate and complete - **IFRS17 - Assist with preparing and implementing the...


  • Umhlanga, South Africa SRG Recruitment Full time

    Overview (Area): Umhlanga (Salary): Market Related (Ref: AL) An exciting opportunity exists with one of our global clients who is looking to employ a Senior Payroll Administrator to join their team.


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied Advisors and 2,000 supporting independent Brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...


  • Umhlanga, South Africa SRG Recruitment Full time

    Overview (Area:) Umhlanga (Salary:) Market Related (Ref: AG) Our client seeks to appoint a suitably experienced and qualified New Business Administrator. Must have 3 -5 years’ experience dealing with the end-to-end process of New Business Administration - HNW portfolios and investments in a Category 2 IFA firm. This position is also responsible for...

  • Training Consultant

    3 days ago


    Umhlanga, South Africa Sanlam Full time

    **Who are we?** SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...


  • Umhlanga, South Africa SRG Recruitment Full time

    Overview (Area:) Umhlanga (Salary:) Market Related (Ref: AG) Our client in the Financial Advisory and Wealth Management sector seeks to appoint a suitably experienced and qualified Wealth and New Business Administrator to join their team. 3 -5 years’ experience in financial advisory/ wealth management firm is essential. Must have a high level of...

  • Sales Administrator

    3 days ago


    Umhlanga, South Africa BLUFF PERSONNEL Full time

    **SALES ADMINISTRATOR** **Ref: CXP075/2023** **Location: Umhlanga, Durban North** The successful incumbent will be responsible to promote the business through sales, managing the company’s social media, managing suppliers and clients **Salary: R8 000 - R15 000 ** _depending on exp and qualifications_ **Main Duties include**: - LinkedIn - Building Data;...


  • Umhlanga, South Africa SRG Recruitment Full time

    Overview (Area:) Umhlanga (Salary:) Market Related (Ref: AG) Our client in the Financial Advisory and Wealth Management sector seeks to appoint a suitably experienced and qualified Receptionist to join their team. 3 -5 years’ experience as a receptionist in financial advisory/ wealth management firm is essential. Must have expereince in dealing with...


  • Umhlanga Rocks, South Africa Sagen Advisory Full time

    Unique and exciting opportunity for a Chartered Accountant to join an international financial group based in the UK with clients across multiple jurisdictions. The group is opening a South African branch which will be located on the North Coast of KwaZulu Natal, however, the role is remote with the option to utilize their offices if desired. Training will...


  • Umhlanga, South Africa 5th Dimension Consulting Full time

    Feb 3, 2023 | Estates Administration **Responsibilities** Independent administration of Deceased estates, including the following responsibilities: - Report estates to relevant parties. - Gather and evaluate information in order to prepare Liquidation and Distribution account. - Draft final settlements and reconciliation statement of heirs. - Transfer or...

  • Training Consultant

    Found in: Talent ZA C2 - 6 days ago


    Umhlanga, South Africa Sanlam Full time

    Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...