Personal Assistant (Insurance) - Paarl

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

Location: Cape Winelands, ZA

Posted Date: 4/25/2025