Olympus, Pretoria: EXECUTIVE CLIENT PORTFOLIO ADMINISTRATOR / PERSONAL ASSISTANT (INSURANCE/FINANCIAL)
Minimum Requirements:
-Female
-Fully bilingual in Afrikaans and English (Afrikaans and English first and second languages)
-Matric / Grade 12 (With Mathematics and/or Commercial subject e.g. Accounting, Economics etc.)
-Relevant bachelor’s qualification (B.Com) advantageous
-Basic understanding of economics, financial markets, income tax and accounting
-Knowledge of insurance and investment administration and understanding of regulation
-Computer literate in MS Office
-Understanding of CRM system
-Excellent and accurate typing skills
-Excellent communication skills in Afrikaans and English, verbal and written
-Tactful, group orientated team player
-Detail conscious, accurate and neat
-Ability to operate independently
-Ability to prioritise activities and adjust effectively
-Manage difficult situations calmly and be resilient under pressure
-Non smoker
-Valid driver’s license and own reliable transport
-Stable employment record
-Well presented and professional
-To start as soon as possible
Duties:
-Reception and Personal Assistant duties
-Administrative and secretarial support to Financial Planners in office environment through general and client portfolio administration with executive duties
-Understand, execute and manage intermediary services as defined by the FAIS Act
-Receive and execute tasks and instructions via e-mail, electronic voice and telephone
-Prepare reports and correspondence, typing, data capturing and CRM
-Maintaining client relationship, liaison via e-mail, telephone etc.
-Liaison with service providers, instructions to and management of execution
-Keeping and execution of minutes in meetings, conference calls or client consultations
-Review and maintain ongoing instructions and client portfolios
-General influence to maintain a professional office environment
Salary: R 10 000.00 gross (Negotiable depending on relevant experience)
E-mail detailed CV to oneilc@telkomsa.net and indicate Reference CR1507 and your salary expectation. (Also forward a recent photograph and Reference letters if possible)
APPLICATIONS NOT MEETING ALL REQUIREMENTS WILL BE DELETED.
