Posted on: 03 August 2018
ID 570395

EXECUTIVE CLIENT PORTFOLIO ADMINISTRATOR PERSONAL ASSISTANT (INSURANCE FINANCIAL)

Olympus, Pretoria East: EXECUTIVE CLIENT PORTFOLIO ADMINISTRATOR / PERSONAL ASSISTANT (INSURANCE/FINANCIAL)

Experience/knowledge of insurance and investment administration would be advantageous, but is not essential.  The company will rather focus on a presentable, energetic young lady with fast learning capacity, with at least Matric with Mathematics as a subject (Not Mathematical Literacy).  They invest a lot of time and cost on training.

Minimum Requirements:

-Young, energetic and well presentable female, preferably aged approximately 23 – 30 years

-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.) A MUST

-Relevant bachelor’s qualification (B.Com) advantageous, but not essential

-Relevant Tertiary Qualification OR Relevant experience in financial sector

-Fast learner (training provided)

-Basic understanding of economics, financial markets,

income tax and accounting and knowledge of insurance and investment administration and understanding of regulation would be highly advantageous

-Computer literate in MS Office

-Understanding of CRM (Client Relationship Management) system advantageous

-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 – R 15 000.00 gross (Depending on relevant qualification and relevant experience)

E-mail detailed CV in Word or PDF (not as link) to oneilc@telkomsa.net and indicate Reference CR1597 and your salary expectation. (Also forward a recent photograph and Reference letters if possible)

APPLICATIONS NOT MEETING ALL REQUIREMENTS WILL BE DELETED.

Occupation:
Finance jobs
More details
Salary:
Salary negotiation
Contract type:
Full-time


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