Personal Assistant to Financial Advisor

20 hours ago


Boksburg, South Africa StaffCentral Consulting Full time

**Job Duties/Responsibilities will include**:
Support to the Director in an office environment through general and client portfolio administration with executive duties

Managing diary, organising meetings, appointments and controlling meeting access to Director

Organising events and conferences (if deemed necessary)

Booking and arranging travel, transport and accommodation

Understand, execute and manage intermediary services as defined by the FAIS act

Prepare reports and correspondence, typing, data capturing and CRM

Liaison with service providers, instructions to and management of their execution

Keeping and execution of minutes, in meetings, conference calls or in client consultation

Review and maintain ongoing instructions and client portfolios

General influence to maintain a professional office environment

Matric qualification

Knowledge of insurance and investment administration

Understanding of regulations

Computer Literacy (MS Office)

Understanding of CRM Systems

Swift accurate typing skills

Afrikaans and English with excellent communication, verbal and written skills

Driver’s license and own reliable transport

Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy

Able to operate independently

Results orientated, energetic, productive and able to show initiative

Ability to prioritise activities and adjust effectively

Manage difficult situations calmly, with optimism and be resilient under pressure



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