Personal Assistant

5 days ago


Cape Town City Centre, South Africa Jobted ZA C2 Full time

South Africa’s #1 Property Investment Group is looking for a Personal Assistant to join their team Hurry and apply now before you miss out on this amazing opportunity

Requirements:

- Matric.
- Tertiary education will be advantageous.
- Time management and ability to meet deadlines.
- Verbal and written communication skills.
- Strong organizational skills and ability to multitask.
- Problem-solving and decision making.
- Proactivity and self-direction.
- Interpersonal skills.
- Telephone etiquette.
- Energetic.
- Fast learner.

Duties and responsibilities:

New and Existing Business (Clients not sold to)

To provide management and strategist with weekly reports as to:

- Sales for the week.
- Total consultations booked vs occurred for the week.
- Strike rate for the week and MTD.
- 1st consultations seen, how many 2nds requested from these and successfully booked.
- Status of open vs lost 1st consultations and reasons.
- Number of 2nd, follow up and review meetings - booked vs occurred.
- How many Diamonds identified in the week and next task set.
- How many PIPS done, and total number of properties presented per PIP.
- How many companies and how many trusts paid for.
- Names of ALL the clients identified in the week as HOT CLIENTS, that strategist is set to close within 2 weeks. Also, the developments and total units for these clients.
- Ensuring that all clients have their profiles 100% accurately populated with their needs (5 questions).

Investor Business (Clients sold to)

To provide management and strategist with weekly report as to:

- Review meetings scheduled and occurred- names of clients seen and next steps.
- How many Diamonds seen in the week and MTD.
- Wealth Plan meetings set up and Wealth Plans sold.
- Attend to and resolve client complaints.
- How many Review meeting preps done - Accounting, Rentals, progress reports, snagging, complaints, Trust and Company, Bonds - Financial assessment, current portfolio.
- Names of ALL the Investor clients that strategist is set to close within 2 weeks. Also, the developments and total units for these clients.
- Ensuring that all clients have their profiles 100% accurately populated with their needs (5 questions).

General Duties

- To ensure that the strategist has NO OVERDUES - no moving out of tasks will be allowed.
- To ensure that the strategist has 8 consultations per day booked in the diary.
- To take responsibility of booking 2 review meetings per day and ensuring that they occur.
- Preparation of files to bonds and that they are there within 12 hours of deposit paid and 2 weeks of structure to be formed.
- Manage all complaints.
- Defaulting to the phones and phoning leads in order to ensure that strategists diary is always full.
- Schedule client meetings and manage calendar.
- Professional and attention to detail – Accuracy is key.
- Efficient in Excel to create and maintain reports.
- Responsible for preparing documents for client meetings, especially review meetings.
- After meetings, PA to update CRM (Zoho) with notes on the meeting and schedule next activity/meeting with the client.
- Populating Property Investment Proposal when needed.
- Answering phone calls and emails.
- Handle client queries and give feedback.
- Daily meeting with Strategist to give feedback on daily activities.
- Following up with clients on any outstanding documents.
- Populating Development Spreadsheets with necessary information when sales are concluded.
- Follow through on sales process, ie File to Bonds, follow up on the sales process till outcome is reached on the sale and give feedback.
- Keep Sales Spreadsheet up to date.
- Mining the current portfolio and arrange meetings to grow the business.


  • Personal Assistant

    10 hours ago


    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    About us: Village N Life is a leading local Tourism and Hospitality group where we go above and beyond to ensure the last 10% standards are met. If you thrive on a company culture that focuses on growing their employees through career development and incentives, this is the company for you. Where exceptional people and exceptional opportunity awaits. Who...


  • Cape Town City Centre, South Africa Jobted ZA C2 Full time

    Your basic key responsibilities are but not limited to: - Write and distribute email, correspondence memos, letters, and forms. - Calendar Management - Setting up, confirming and managing meetings - Administrative tasks - Conduct research, collect and analyze data to prepare reports and documents - Handle confidential information with discretion -...

  • Personal Assistant

    6 months ago


    Century City, South Africa Magnus Marketing Full time

    Magnus Marketing, is a cutting-edge Fin-Tech powerhouse specializing in international financial markets and portfolio management. We are on the lookout for exceptional talent to thrive in our fast-paced, fiercely competitive environment. Are you ready to take your career to the next level? If so, we are seeking a dynamic and experienced Personal Assistant to...


  • Cape Town City Centre, South Africa Jobted ZA C2 Full time

    Our client in the beverage manufacturing/FMCG industry is seeking a highly organised and proactive Personal Assistant to support their executive team. This role will be essential in managing daily tasks, coordinating schedules, and ensuring smooth communication within the organisation. Responsibilities: - Executive Support: - Provide direct administrative...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa FROGG Recruitment Full time

    **Personal Assistant Strand Cape Town** Our client is looking for a Personal Assistant PA/Administrative Assistant in Strand / Somerset Area Cape town to assist the Owner of various businesses You will need 3-4 years of Personal Assistant / Executive Assistant experience preferably in the hospitality/e-commerce industry. **Salary Negotiable to experience...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa Tych Business Solutions Full time

    **Personal Assistant** **Job purpose and summary** The Personal Assistant is responsible for providing Management with full administrative support, and attending to specific allocated tasks in both a professional and personal capacity. **Duties and responsibilities** - Diary and time management for stakeholders - Maintaining documentation - Screen and...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa Recruitment Solutions Full time

    Are you a dynamic Personal Assistant that enjoys being the go-to person in the office. Assist the busy Director with Personal duties and assist with all social media management. This role is ideal if you are energetic, enjoys working in a very busy creative environment, are super organised with a "can do" attitude. **Requirements**: - Matric - Minimum of 5...

  • Personal Assistant

    6 months ago


    City Deep, South Africa Dynamic Outsourced Solutions Full time

    Gauteng, City Deep - R 12000 - R 18000 Monthly Basic Salary (Medical Aid and Provident Fund) Well established within automotive spares industry is in need of an experienced Personal Assistant to the GM and Senior Management Team - Grade 12 - Tertiary qualification Business Administration or Office Administration preferred - Driver's License and own...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa Grand Property Marketing Pty Ltd Full time

    **Job Title: Personal Assistant to the Manager** **Company**: GRAND PROPERTY (Cape Town) **Location**: Cape Town, South Africa **Job Type**: Full-time **About GRAND PROPERTY**: Prestigious Cape Town real estate company specializing in the upper market. **Position Overview**: Seeking a proactive Personal Assistant to support the Manager. Key...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa Tych Business Solutions Full time

    **Job ID**: 74884**Date Posted**: Posted 7 hours ago**Location**: Cape Town**Job Title**: PERSONAL ASSISTANT - CAPE TOWN - WESTERN CAPE Duties and responsibilities - Diary and time management for stakeholders - Maintaining documentation - Screen and respond to all incoming telephone calls and take action as appropriate - Procurement of ad hoc items as...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa Zeal HR Full time

    **Personal Assistant to CEO** **INTRODUCTION**: An exciting opportunity has become available within and NGO industry, for a Personal Assistant to the CEO. The position is based in Paarl. Hours: Full-time, Permanent (Monday to Friday, 08:00 AM - 05:00 pm) **REQUIREMENTS**: - Bachelor's degree in a related field preferred. - Previous experience working in...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa CME Recruitment Full time

    **Join this exiting modern environment as a Personal Assistant to the CEO** **It will be a one year contract with a 3 month probation period.** **Education** - **2 years minimum Executive Assistance experience**: - **Grade 12**: - **Business diploma or secretarial qualification**: - **Excellent computer literacy** **Personal characteristics...

  • Personal Assistant

    8 months ago


    Cape Town, South Africa Ditto Full time

    **Join the future of work!** The Role: As a Personal Assistant, you will play a pivotal role in supporting our executive team. Your organization, efficiency, and proactive approach will ensure smooth operations in a fast-paced environment. **Key Responsibilities**: - Managing and organizing calendars, including scheduling meetings and appointments. -...

  • Personal Assistant

    4 weeks ago


    Cape Town, South Africa Career Custodians Full time

    Village N Life is a leading local Tourism and Hospitality group where we go above and beyond to ensure the last 10% standards are met. If you thrive on a company culture that focuses on growing their employees through career development and incentives, this is the company for you. Where exceptional people and exceptional opportunity awaits.Who We're Looking...

  • Personal Assistant

    6 months ago


    Cape Town, South Africa Moyoko Professional Full time

    **Responsibilities**: - Manage a complex and ever-changing schedule, including coordinating appointments, meetings, and travel arrangements for the individual, as well as any accompanying staff or guests - Conduct research, prepare reports, and create presentations for meetings or events as required - Organize and coordinate personal and professional...

  • Personal Assistant

    7 months ago


    Cape Town, South Africa EnableSA (Pty) Ltd Full time

    Supporting daily tasks, managing schedules, coordinating communication, organizing travel arrangements, and providing administrative assistance with confidentiality and efficiency. **Responsibilities**: - Manage and organize daily schedules, appointments, and meetings for the director. - Assist in personal tasks such as making travel arrangements, running...

  • Personal Assistant

    6 months ago


    City of Johannesburg, Gauteng, South Africa Zeal HR Full time

    An exciting opportunity has become available for Personal Assistant for a renowned public speaker and television presenter. The position is based in Sandton, Johannesburg. **REQUIREMENTS**: - University Degree (BA; BSc; BCom) - 5+ years’ experience in a Personal Assistant role - Exhibit self-discipline; organisational skills; and resourcefulness -...

  • Personal Assistant

    2 months ago


    Cape Town, South Africa HotelJobs.co.za Full time

    Village N Life is a leading local Tourism and Hospitality group where we go above and beyond to ensure the last 10% standards are met. If you thrive on a company culture that focuses on growing their employees through career development and incentives, this is the company for you. Where exceptional people and exceptional opportunity awaits. **Who We're...

  • Personal Assistant

    3 weeks ago


    Cape Town, South Africa Neo Brokers (Pty) Ltd Full time

    Your basic key responsibilities are but not limited to:- Write and distribute email, correspondence memos, letters, and forms.- Calendar Management- Setting up & confirming meetings (online, in-person, and calls)- Administrative tasks- Managing & updating databases- Managing meetings and taking minutes if required- Assisting in the preparation of regularly...

  • Personal Assistant

    3 weeks ago


    Cape Town, South Africa Neo Brokers (Pty) Ltd Full time

    Your basic key responsibilities are but not limited to: - Write and distribute email, correspondence memos, letters, and forms.- Calendar Management- Setting up & confirming meetings (online, in-person, and calls)- Administrative tasks- Managing & updating databases- Managing meetings and taking minutes if required- Assisting in the preparation of regularly...