Personal Assistant / Office Administrator
5d ago
source : jobomas

Personal Assistant / Office AdministratorIntroductionReference : CPT000670-MS-1Our client, an established and independent Financial Planning Firm, has an exciting opportunity available for a dynamic and professional individual.

The ideal candidate will be eager to learn and grow within a company and with an interest within the Financial Planning / Advisory Industry.

DescriptionThe position will support a Financial Advisor, offers growth and the opportunity for exposure to the Financial Planning / Wealth Management Industry.

Requirements : Grade 12 / National Senior Certificate.Tertiary Qualification will be advantageous.Good numeracy / mathematical skills.

Strong verbal and written communication skills.Good time management skills, attention to detail with a great sense of urgency.

Research ability and resourcefulness.Good Computer Literacy (Microsoft Outlook, Word and Excel.)Key Areas of Performance (not limited to) : Welcoming clients upon arrival.

Scheduling appointments with clients.Preparing relevant files and documents for meetings.Corresponding with clients on a daily basis in a professional and efficient manner.

Record and maintain information and tasks on CRM System.General administrative support within the nature of the role and industry.

Please note : Only shortlisted candidates will be contacted.

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