Our client based in Paarl, a leading independent financial services company is recruiting for a Insurance administrator / PA to join their team.
Requirements:
Matric with at least 5 years, experience as a Personal Assistant, preferably, to the Financial Services industry
OR a B-Degree with at least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial Services industry
Must be computer literate on a basic to intermediary level on Microsoft Office software
Must have excellent communication skills in Afrikaans and English
Must have excellent interpersonal, time management and organizational skills
Must be able to work independently with the ability to multitask and prioritize workloads
Must have the ability to follow established processes
Own transport and cell phone is mandatory.
Responsibilities:
Keeping of electronic diary and organizing the advisor’s time management
Preparing of reports, presentations, and other correspondence
Coordinate engagements and events, keeping of notes, scheduling of meetings, booking of venue’s etc
First point of contact with client enquiries
Maintain client relations
Record keeping of client data on relevant data base system
Preparation of client files according to legislation
Liaising with staff and suppliers when necessary
Attending to client consultations for new business and service-related needs
Maintaining of existing business
Developing and presenting financial planning recommendations and/or alternatives to clients
To have a holistic approach to financial advice
Establishing and defining a professional relationship with clients
Analyzing and evaluating of financial information
The implementation of financial planning recommendations
The monitoring of the financial planning recommendations
Oversee the administration of a financial planning practice, including but not limited to compliance, revisions, marketing opportunities, etc.
Please send cv, qualifications, references, salary expectation and photo to: desmaine@vinerecruitment.co.za