Personal Assistant to Financial Advisor

We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants for motor and household domestic insurance. Basic R...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...

Personal Assistant required to support CEO & COO Must have strong advanced EXCEL experience Must have a strong financial background to assist with costing and data analysis on Advanced Excel Level Assist with operational functions Assist with franchise agreements Lease agreements Assist with stock, Inventory Booking of meetings Assist with various duties...

My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...

My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...

**Job Advert Summary**: We are seeking a highly organized and proactive Personal Assistant to provide comprehensive support to our Director in both professional and personal administrative capacities. This role is essential for maintaining smooth operations, as it involves managing schedules, coordinating meetings, and handling various tasks. This position...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Provide support on...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** To contribute to the...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** To contribute to the...

4-5 years’ experience as a Personal Assistant/secretary Driver’s license with experience in driving Matric and other relevant qualifications Experience in the Security industry would be a plus. Good communication skills both written and verbal. Deadline driven. Manage electronic diary, assessing priority of appointments. Manage travel arrangements...

Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

**Introduction** **Role Purpose** To provide an effective and efficient administrative, secretarial, and operational assistant function to support the Head of IFA distribution and team. **Requirements**: - Matric - 5 years or more experience as a personal assistant - MicroSoft Office (Word, Excel, PowerPoint, and Outlook) expert - Working with...

REQUIREMENTS 4 years PA experience for multiple directors Sales and marketing experince organized multi-tasking indivual Pay: R18 000,00 - R20 000,00 per month **Education**: - High School (matric) (required) **Experience**: - Administrative office procedures, practices and equipment: 1 year (preferred) - Personal Assistant: 3 years (required) -...

**Introduction** Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set...

**Technical Competencies and responsibilities** - Minimum of 5 years of experience in a Personal Assistant role. - Ability to complete travel arrangements. - Knowledge of office management systems and procedures. - MS Office and English proficiency. - Outstanding organisational and time management skills. - Ability to multitask and prioritize daily...

**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - To contribute to the organisational goals by investigating, negotiating and administering claims. Identify and prevent fraudulent claims and manage expenditure on settled claims.**Requirements**: - Matric - Minimum 3...

**Position**: Personal Assistant The Personal Assistant will be responsible for the following duties: - Act as the point of contact between the manager and internal/external clients - Screen and direct phone calls and distribute correspondence - Handle requests and queries appropriately - Manage diary and schedule meetings and appointments - Make travel...

**Introduction** - Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined...