Personal Assistant to Financial Advisor
20 hours ago
**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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