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My client is an established Sanlam Blue Star Financial Services business based in Bellville and specialises in financial planning of professional clients. The services of an experienced and detail-orientated Personal Assistant is needed to support the Senior Certified Financial Advisor and Director of the business and the successful candidate must therefore possess over strong organisational, administrative and interpersonal skills.RESPONSIBILITIES- Manage the financial advisor's diary, scheduling appointments and meetings- Prepare and organise financial documents, reports and presentations for client meetings- Assist with the preparation of financial plans and investment proposals- Handling client enquiries and schedule follow-ups to ensure that deadlines are met- Maintain and organise digital files and databases and obtain personal client information when required- Assist with marketing efforts such as maintaining social media accounts and preparing promotional material- Provide admin support to the financial planner colleagues in terms of travel arrangements, reservations and personal errands- Monitor and prioritise daily tasks to ensure an efficient and organised office environment including the monitoring and maintenance of office equipment and facilities JOB REQUIREMENTS- At least 5 years relevant experience as a personal assistant/secretary- Prior exposure to a relevant financial environment will strengthen the application- Proficiency in MS Office Suite (Word, Excel, PowerPoint) and financial software- Strong problem-solving and organisational skills with attention to detail and with a customer service orientation- Excellent written and verbal communication skills in both English and Afrikaans- Ability to work both independently as well as part of a team and also needs to handle confidential information with discretion REMUNERATION- Salary negotiable between R20000 to R30000/month based on skills and experience - 22 Working days annual leave Working hours are from Mondays to Fridays during normal business hoursForward your CV to our HR Consultant at: fjjconsult@mweb.co.zaShould you not be invited for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
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