Personal Assistant

2 days ago


Paarl, Western Cape, South Africa Vine Recruitment Full time
Personal Assistant (Insurance) position available in Paarl.

Our client, an Insurance company in Paarl, is looking for a Personal Assistant to the MD.

Minimum Requirements:

  1. Matric with at least 5 years experience as a Personal Assistant, preferably in 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.
  2. Must be computer literate on a basic to intermediary level on Microsoft Office software.
  3. Must have excellent communication skills in Afrikaans and English.
  4. Must have excellent interpersonal, time management, and organizational skills.
  5. Must be able to work independently with the ability to multitask and prioritize workloads.
  6. Must have the ability to follow established processes.
  7. Own transport and cell phone is mandatory.

Duties and Responsibilities:

  1. Keeping of electronic diary and organizing the advisor's time management.
  2. Preparing reports, presentations, and other correspondence.
  3. Coordinating engagements and events, keeping notes, scheduling meetings, booking venues, etc.
  4. First point of contact for client enquiries.
  5. Maintaining client relations.
  6. Record keeping of client data on relevant database system.
  7. Preparation of client files according to legislation.
  8. Liaising with staff and suppliers when necessary.
  9. Attending to client consultations for new business and service-related needs.
  10. Maintaining existing business.
  11. Developing and presenting financial planning recommendations and/or alternatives to clients.
  12. Having a holistic approach to financial advice.
  13. Establishing and defining a professional relationship with clients.
  14. Analyzing and evaluating financial information.
  15. Implementing financial planning recommendations.
  16. Monitoring financial planning recommendations.
  17. Overseeing the administration of a financial planning practice, including but not limited to compliance, revisions, marketing opportunities, etc.
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