Executive Assistant

2 weeks ago

Paarl, South Africa Multiform Human Development Full time

**Remuneration**:to be discussed during the interview process.

**Nature of employment**: The successful incumbent will be employed on a permanent basis after completion of a probationary period.

**Experience**
The successful incumbent will have at least five (5) years experience as a Personal Assistant within the Financial Services.

**Formal education and qualifications as a minimum requirement**
- Matric
- B-Degree
- Must be computer literate on a basic to intermediary level on Microsoft 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 prioritise
- Must have the ability to follow established processes
- Own transport and cellular telephone is mandatory

**Inherent requirements and skills applicable to this vacancy**
- Excellent analytical skills
- Excellent communication skills
- A sound understanding of various financial policies, products and portfolios
- Passionate about customer care
- Ability to work independently
- Attention to detail
- Innovative, outgoing and a dynamic persona

**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 service-related 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.

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