Vacancy Details
Employer: Envestpro
About the Role
Envestpro is seeking a highly organized, professional, and proactive Personal Assistant to provide dedicated support to two financial advisors. The successful candidate will play a key role in managing administrative functions, coordinating client interactions, and ensuring the smooth day-to-day operation of the advisors’ practices.
This role is ideal for someone who thrives in a fast-paced professional environment, has excellent attention to detail, and enjoys working with people.
Key Responsibilities
- Manage and coordinate diaries, appointments, and meetings
- Handle incoming calls, emails, and client communication professionally
- Prepare documentation, reports, and meeting packs
- Maintain accurate client records and filing systems
- Assist with onboarding new clients and processing administrative requirements
- Follow up on outstanding documents and client queries
- Liaise with product providers and service partners
- Coordinate travel arrangements and event scheduling when required
- Ensure compliance and confidentiality standards are maintained
- General office administration and support duties
Required Skills
- Communication
- Interpersonal
- Computer Literate
- Team Work
- Telephone
Candidate Requirements
Minimum Requirements
- Matric / Grade 12
- Strong administrative and organizational skills
- Excellent verbal and written communication skills
- Ability to multitask and prioritize effectively
- Professional demeanor and strong attention to detail
- Ability to work independently and under pressure
Personal Attributes
- Highly organized and dependable
- Strong interpersonal skills
- Proactive and solution-oriented
- Confidential and trustworthy
- Positive attitude and willingness to learn
63 people have applied for this job. 314 people have viewed this job.
About Envestpro
Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them into building successful financial planning practice.
Envestpro has grown from a single person business in 1998 to, now in 2022, serving over 285 financial Advisors across South Africa. Envestpro has 2 Office centres in Johannesburg namely Midrand and Fourways. Envestpro also has 2 offices in Pretoria East. Our Coastal offices are in Durban, Gqeberha (PE) and Cape Town. We also have presence in Umthata and other outlying areas.
Through our intermediary force we now serve over 38,000 clients and are responsible for intermediating over 12 Billion rand in clients assets. Our End-to-End financial service ensures that we take care of all our clients’ financial needs under one roof. Our services include Wills and Estate Planning, Short and Long Term Investing, Retirement and Legacy Planning, Family Protection, Health and Medical Planning, Short Term Insurance and Solutions for Business including Corporate Benefits, Commercial Insurance and Business Continuity Planning. These services are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Our differentiator is not only our service offering but also our Training and Development.
Envestpro is focused on empowering our advisory force through best in industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Our Envestpro Client Strategy© methodology has helped Envestpro to become one of the largest Tied Intermediary forces in South Africa. Most of our existing and new Financial Advisors have achieved double digit growth continuously over long periods of time. Envestpro Advisors are continuously winning awards and outperforming many their peer group advisors. Our commercial success is underpinned by our Purpose statement of “Changing Lives”. We believe that good people make good advisors. Our culture and values are more important to us than commercial success. We are very proud and protective of our culture. We are truly driven by the desire to change our advisors, employees and clients lives for the better. We are proud to provide an environment of Integrity, Purpose, Positivity and Success.
Looking for something more than just a job? Join our established team and experience a brighter life!
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