Personal Assistant

5 days ago


Cape Town, South Africa iGrow Wealth Investments Full time

South Africa’s #1 Property Investment Group is looking for a Personal Assistant to join their team Hurry and apply now before you miss out on this amazing opportunity

Requirements:

  • Matric.
  • Tertiary education will be advantageous.
  • Time management and ability to meet deadlines.
  • Verbal and written communication skills.
  • Strong organizational skills and ability to multitask.
  • Problem-solving and decision making.
  • Proactivity and self-direction.
  • Interpersonal skills.
  • Telephone etiquette.
  • Energetic.
  • Fast learner.

Duties and responsibilities:

New and Existing Business (Clients not sold to)

To provide management and strategist with weekly reports as to:

  • Sales for the week.
  • Total consultations booked vs occurred for the week.
  • Strike rate for the week and MTD.
  • 1st consultations seen, how many 2nds requested from these and successfully booked.
  • Status of open vs lost 1st consultations and reasons.
  • Number of 2nd, follow up and review meetings - booked vs occurred.
  • How many Diamonds identified in the week and next task set.
  • How many PIPS done, and total number of properties presented per PIP.
  • How many companies and how many trusts paid for.
  • Names of ALL the clients identified in the week as HOT CLIENTS, that strategist is set to close within 2 weeks. Also, the developments and total units for these clients.
  • Ensuring that all clients have their profiles 100% accurately populated with their needs (5 questions).

 

Investor Business (Clients sold to)

To provide management and strategist with weekly report as to:

  • Review meetings scheduled and occurred- names of clients seen and next steps.
  • How many Diamonds seen in the week and MTD.
  • Wealth Plan meetings set up and Wealth Plans sold.
  • Attend to and resolve client complaints.
  • How many Review meeting preps done - Accounting, Rentals, progress reports, snagging, complaints, Trust and Company, Bonds - Financial assessment, current portfolio.
  • Names of ALL the Investor clients that strategist is set to close within 2 weeks. Also, the developments and total units for these clients.
  • Ensuring that all clients have their profiles 100% accurately populated with their needs (5 questions).

General Duties

  • To ensure that the strategist has NO OVERDUES - no moving out of tasks will be allowed.
  • To ensure that the strategist has 8 consultations per day booked in the diary.
  • To take responsibility of booking 2 review meetings per day and ensuring that they occur.
  • Preparation of files to bonds and that they are there within 12 hours of deposit paid and 2 weeks of structure to be formed.
  • Manage all complaints.
  • Defaulting to the phones and phoning leads in order to ensure that strategists diary is always full.
  • Schedule client meetings and manage calendar.
  • Professional and attention to detail – Accuracy is key.
  • Efficient in Excel to create and maintain reports.
  • Responsible for preparing documents for client meetings, especially review meetings.
  • After meetings, PA to update CRM (Zoho) with notes on the meeting and schedule next activity/meeting with the client.
  • Populating Property Investment Proposal when needed.
  • Answering phone calls and emails.
  • Handle client queries and give feedback.
  • Daily meeting with Strategist to give feedback on daily activities.
  • Following up with clients on any outstanding documents.
  • Populating Development Spreadsheets with necessary information when sales are concluded.
  • Follow through on sales process, ie File to Bonds, follow up on the sales process till outcome is reached on the sale and give feedback.
  • Keep Sales Spreadsheet up to date.
  • Mining the current portfolio and arrange meetings to grow the business.

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