Personal Assistant to Financial Planners

3 weeks ago

Pretoria, South Africa HandPicked Recruitment Full time
Please note:  The salaries offered by our clients are determined in accordance with market standards, while considering the candidate's qualifications, skills, and level of experience.
 
Lynnwood, Pretoria-East area
 
The team comprises Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act.
 
Job's purpose:  to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service provision and support to both clients and colleagues, aligned with the company's vision.
 
Working hours:  Mondays to Fridays, 08:00 to 16:30.

Minimum Requirements:
  • 2+ years working experience within the same or similar role (insurance)
  • Must have knowledge and experience working with FAIS Act
  • Knowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, Investments
  • Computer literacy (MS Office, Teams) XPLAN experience would be beneficial
  • Working experience on CRM systems
  • Excellent communication skills (verbal and written)
 
Duties are, but not limited to:
Risk Management / Compliance as Administrator:
  • In all duties and tasks delegated, comply with all job-related requirements and standards of the
    • POPI Act
    • FIC Act
    • FAIS Act
    • TCF (Treating Customers Fairly)
    • Pension Fund Act
    • Long-term Insurance Act
    • Income Tax Act
    • COFI Act (when promulgated by Parliament)
    • Other appropriate legislation
  • Business register updates
 
Operations
  • Reception:
  • Effective and efficient reception duties
  • Manage and prioritize incoming and outgoing clients, guests, deliveries, and mail (Gatekeeping)
  • Instruct and assist Jabulani regarding daily deliveries
  • Telephone and switchboard (Stand by)
  • Answer telephone within four rings
  • Excellent telephone etiquette (externally, internally)
  • Filter and transfer calls
  • Taking and communicating messages – MS Teams
 
  • Personal Assistant to Financial Planners:
  • Use and update CRM system – currently XPLAN
  • Use Astute as and when needed
  • Making client appointments, confirming details (reason, time and place: online / boardroom / elsewhere) as and when needed
 
Please note:  Only shortlisted candidates will be contacted

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