Financial Planning Assistant
3 weeks ago
We are seeking a highly organized and detail-oriented Personal Assistant to join our team at Profile Personnel. As a Personal Assistant, you will provide administrative support to our Financial Planner, ensuring the smooth operation of our financial planning practice.
Key Responsibilities:
- Provide administrative support to our Financial Planner, including scheduling appointments, managing calendars, and preparing documents.
- Assist with data entry, record-keeping, and filing.
- Develop and maintain relationships with clients, colleagues, and other stakeholders.
- Perform various tasks to support the day-to-day operations of the practice, including answering phones, responding to emails, and handling correspondence.
- Maintain confidentiality and handle sensitive information with discretion.
Requirements:
- Matric Certificate.
- Relevant industry training such as FICA and POPI.
- Computer literacy in Excel, Word, and Office.
- Fluent in English and Afrikaans, verbal and writing.
- Preferably 3+ years relevant work experience in the financial planning, insurance, and wealth management industry.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
If you are a motivated and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.
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