Personal Assistant / Office Manager wanted: Salary R10 000 to R16 000 per month
Sandton, Gauteng
R10 000 – R16 000 a month
An exciting role for anyone looking to grow and learn based in the heart of Sandton’s business district. This role requires someone that is determined, goal-driven and enthusiastic. You must be professional and understand confidentiality, to be able to work within a stressful environment and work with as well as lead a team. You would work for a team of four financial planners, assisting them with growing their business, marketing themselves and their brand as well as a lot of admin intensive work. You must be able to form relationships within the framework of a corporate environment and build relationships with clients.
Duties and responsibilities:
Track all new business coming through and to ensure it is activated
Effectively manage and organize planner’s diaries
Assist with client queries with a sense of urgency
Assist with any adviser queries
Manage any removal or additions of members on/off client books
Manage and track compliance
Service clients’ policies when requested
Manage and track all clients Vitality statuses
Create files for both new client meetings and reviews
Desired experience and qualifications:
Matric
Proficient in English
3-5 years of experience in the financial services industry
Preferably someone with extensive knowledge of Discovery’s products
Preferably someone with telesales/ customer support experience
Computer proficiency on Excel, Microsoft, and Outlook
Preferably applicant has a mode of transport to get to and from work
Range between R10 000 – R16 000 per month negotiable
Incentive structure to boost basic salary to be discussed
Please do not apply if you do not meet the above requirements. This is an urgent role
Please note that if you do not hear from us within 2 weeks of applying, please consider your application unsuccessful.
Job Type: Full-time
Salary: R10,000.00 to R16,000.00 /month
Experience:
financial services industry: 3 years (Preferred)
Administrative office procedures, practices, and equipment: 3 years (Required)
Apply Now
Source: Indeed
