Executive Assistant To Md Paarl - Paarl
Vine Recruitment
Our client based in Paarl, a leading independent financial services company is recruiting for a Executive Assistant to the MD. 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: desmainevinerecruitment.co.za
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