Secretary / Personal Assistant : Financial Broker

4 weeks ago


East London, South Africa Ultra Personnel Full time

**Duties and responsibilities**:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to clients.

The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region.

The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Responsibility will include:

- Client services
- Operational support for Portfolio Managers and CRMS
- Marketing support
- Office management

**Requirements for this role is**:

- Matric
- 2-3 years in the financial services industry required.
- Relevant tertiary education or courses.
- Financial Services Industry[SR1]
- Understanding of FAIS and FICA legislation

Application Deadline: 2024/02/26

**Job Types**: Full-time, Internship

Pay: R14 000,00 - R16 000,00 per month

Ability to Commute:

- Somerset West, Western Cape (required)

Ability to Relocate:

- Somerset West, Western Cape: Relocate before starting work (required)

Application Deadline: 2024/02/26


  • Personal Assistant

    3 weeks ago


    East London, South Africa Profile Personnel Full time

    Well established Construction company are looking for an experience applicant to join their dynamic team. The Personal Assistant will need to provide an efficient secretarial and administrative support service to the Managing Director To co-ordinate the development, structure, format and content of the final tender proposals. Qualifications: At least 3...

  • Personal Assistant

    3 weeks ago


    East London, South Africa Adzuna ZA B C2 Full time

    Well established Construction company are looking for an experience applicant to join their dynamic team. The Personal Assistant will need to provide an efficient secretarial and administrative support service to the Managing DirectorTo co-ordinate the development, structure, format and content of the final tender proposals.Qualifications:At least 3 years’...

  • Personal Assistant

    3 weeks ago


    East London, Eastern Cape, South Africa Profile Personnel Full time

    Well established Construction company are looking for an experience applicant to join their dynamic team. The Personal Assistant will need to provide an efficient secretarial and administrative support service to the Managing DirectorTo co-ordinate the development, structure, format and content of the final tender proposals.Qualifications:At least 3 years'...

  • Legal Secretary

    4 weeks ago


    East London, South Africa Abantu Staffing Solutions Full time

    **Employment Type **:Full Time **Experience **:5 to 6 years **Salary **:Negotiable **Job Published **:20 March 2023 **Job Reference No. **:1572404259 An experienced and competent Legal Secretary/ Personal Assistant with **_excellent typing skills_**. **Key Performance Areas**: - Typing correspondence and commercial contracts - Accurate and efficient...

  • Management Secretary

    3 weeks ago


    East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    Employment Type :ContractExperience :3 to 5 yearsSalary :NegotiableJob Published :29 August 2023Job Reference No :Overview:A corporate organisation is seeking an experienced and professional Management Secretary, for a 12-month contract.Minimum requirements: Grade 12 / Matric Secretarial / Personal Assistant Diploma (advantageous) Fluent in English, with...

  • Broker Consultant

    4 weeks ago


    East London, South Africa Assupol Life Ltd. Full time

    **Main Outputs and Responsibilities** 1. Develop and maintain sales and marketing plan - Develop and implement an integrated sales & marketing plan - Review progress and compile report on progress made 2. Recruit Brokers - Grow distribution channel by sourcing and selecting appropriate brokers - Prepare and present appropriate documentation of Brokers for...

  • Broker Consultant

    4 weeks ago


    East London, South Africa Assupol Full time

    Description **Main Outputs and Responsibilities** - 1. Develop and maintain sales and marketing plan- Develop and implement an integrated sales & marketing plan - Review progress and compile report on progress made 2. Recruit Brokers- Grow distribution channel by sourcing and selecting appropriate brokers - Prepare and present appropriate documentation of...

  • Management Secretary

    3 weeks ago


    East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    Overview:A corporate organisation is seeking an experienced and professional Management Secretary, for a 12-month contract.Minimum requirements: Grade 12 / Matric Secretarial / Personal Assistant Diploma (advantageous) Fluent in English, with Xhosa and/or Afrikaans being advantageous Strong Secretarial / Administration experience Extensive knowledge of MS...


  • East London, South Africa Abantu Staffing Solutions Full time

    **Overview**: A corporate organisation is seeking an experienced and professional Management Secretary, for a 12-month contract. **Minimum requirements**: - Grade 12 / Matric - Secretarial / Personal Assistant Diploma (advantageous) - Fluent in English, with Xhosa and/or Afrikaans being advantageous - Strong Secretarial / Administration experience -...

  • Broker Consultant

    3 weeks ago


    East London, Eastern Cape, South Africa Sanlam Full time

    Who are we?Sanlam Developing Markets Limited (SDM) (a wholly owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Legal Secretary

    3 weeks ago


    East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    Employment Type :Full TimeExperience :5 to 6 yearsSalary :NegotiableJob Published :20 March 2023Job Reference No :An experienced and competent Legal Secretary/ Personal Assistant with _excellent typing skills_.Key Performance Areas: Typing correspondence and commercial contracts Accurate and efficient dictation typing Transcribing court proceedings and other...

  • Secretary/pa

    3 weeks ago


    East London, Eastern Cape, South Africa Work Africa Full time

    SECRETARY/PA - EAST LONDON - Our Client in the Financial and Accounting Industry is seeking well groomed, professional and enthusiastic front-line Secretary/PA to join their team.Minimum Requirements:Matric/Grade 12 (Non-Negotiable - Matric Certificate to be provided)Valid Code 08 Driver's LicenseHighly proficient in Microsoft Word, Excel, Outlook...

  • Broker Consultant

    2 weeks ago


    East London, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets Limited (SDM) (a wholly owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs...


  • East London, South Africa Pro Select Consulting Full time

    Consistently deliver and exceed on allocated sales targets. - Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. - Assist in identifying new potential Financial Advisers and opportunities for business growth. - Technical training and ongoing product support to Financial Advisers - Facilitate...


  • East London, South Africa Sheldon Recruitment Full time

    **We are seeking a Conveyancing Secretary for a permanent role based in East London, Eastern Cape.** **Applicants are required to meet the following criteria**: - Grade 12 with minimum 3-years’ experience as a conveyancing secretary - Must be experienced in correspondent conveyancing and be able to manage own transfers from inception up to and including...

  • Company Secretary

    4 weeks ago


    East London, South Africa Staff Solutions Full time

    **Eastern Cape**, East London** **Negotiable Cost To Company (Market related, Negotiable)** **Opportunity Available!! Our leading client in the Business Development sector is looking to employ a Company Secretary to join their team in East London.** **Manage Board Governance**: *** - **Ensure that statutory documentation within the organisation is in...


  • East London, Eastern Cape, South Africa Sheldon Recruitment Full time

    We are seeking a Conveyancing Secretary for a permanent role based in East London, Eastern Cape.Applicants are required to meet the following criteria:Grade 12 with minimum 3-years' experience as a conveyancing secretary Must be experienced in correspondent conveyancing and be able to manage own transfers from inception up to and including final accounts...


  • East London, Eastern Cape, South Africa Pro Select Consulting Full time

    Consistently deliver and exceed on allocated sales targets. Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. Assist in identifying new potential Financial Advisers and opportunities for business growth. Technical training and ongoing product support to Financial Advisers Facilitate the...

  • Compliance Officer

    4 weeks ago


    East London, South Africa The Recruiters Full time

    **Title**: **COMPLIANCE OFFICER (FINANCIAL ADVISORY)**: **Salary**: - R 500- 600k PA negotiable **Description**: - Our client is a full-service financial services Group that can offer solutions for the majority of the financial needs of its clients. - They are looking to employ a Compliance Officer with relevant experience to assist the Head: Compliance,...


  • East London, South Africa Profile Personnel Full time

    Well established company based in the Eastern Cape are looking to employ a qualified, experienced dynamic applicant to join their East London team. The applicant will be required to provide administrative and executive assistance. **REQUIREMENTS** - Office administration, Secretarial or equivalent qualification - Valid driver’s license - Strong written...