Personal Assistant

3 weeks ago

Centurion, South Africa Multiform Human Development Full time

**Remuneration**:to be compiled in collaboration with each successful individual.

**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) or more years experience as a Personal Assistant within the Financial Services industry OR a B-Degree with at least two (2) or more years' experience as a Personal Assistant

**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 both English and Afrikaans
- Must have excellent interpersonal, time management and organisational skills
- Must be able to work independently with the ability to multitask and prioritize workloads
- 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
- 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 advisor's time management
- Preparing of reports, presentations and other correspondence
- Coordinate engagements and events, keeping of notes, scheduling of meeting, booking of venue's etc
- First point of contact with client enquiries
- Maintain client relations
- Record keeping of client data on relevant database 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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