Personal Assistant to Financial Advisor
1 week ago
2years
- 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
**Qualifications and Experience**:
- 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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