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Paarl

    Personal Assistant to Financial Planner - Paarl, South Africa - FROGG Recruitment

    FROGG Recruitment
    FROGG Recruitment Paarl, South Africa

    2 weeks ago

    Default job background
    Full time
    Description

    Personal Assistant to Financial Planner Paarl

    Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional environment.

    PLEASE NOTE THIS IS A OFFICE POSITION - NOT WORK FROM HOME OR HYBRID

    Position: Permanent

    Salary: R10 000 – R CTC (Depends on experience)

    Working Hours: 8am to 16:30 (Mon to Fri)

    Minimum Requirement:

    Grade 12 with an Office or Business Management qualification

    At least 5+ years experience in Office Administration or Financial Services Administration in a Financial Service environment

    Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems

    Must have excellent planning, organising and time management skills

    Must be an analytical thinker with a passion for administration

    Excellent communication and people skills

    Must be detail-orientated and have the ability to use initiative

    Key Duties:

    Provide support services to Financial Planner

    General administration / Maintain CRM system, etc

    Liaise with suppliers and action policy changes

    Compile & keep product information

    Provide administrative support to ensure efficient client relationships

    Please apply online

    FROGG Recruitment

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