Personal Assistant to Financial Planners

SUMMARY:
Please note:  The salaries offered by our clients are determined in accordance with market standards, while considering the candidate's qualifications, skills, and level of experience . Lynnwood, Pretoria-East area The team comprises Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's purpose :  to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service provision and support to both clients and colleagues, aligned with the company's vision. Working hours:  Mondays to Fridays, 08:00 to 16:30. POSITION INFO:
Minimum Requirements:

• 2+ years working experience within the same or similar role (insurance)
• Must have knowledge and experience working with FAIS Act
• Knowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, Investments
• Computer literacy (MS Office, Teams) XPLAN experience would be beneficial
• Working experience on CRM systems
• Excellent communication skills (verbal and written)

Duties are, but not limited to: Risk Management / Compliance as Administrator:

• In all duties and tasks delegated, comply with all job-related requirements and standards of the
  • POPI Act
  • FIC Act
  • FAIS Act
  • TCF (Treating Customers Fairly)
  • Pension Fund Act
  • Long-term Insurance Act
  • Income Tax Act
  • COFI Act (when promulgated by Parliament)
  • Other appropriate legislation
• Business register updates

Operations

• Reception:

• Effective and efficient reception duties
• Manage and prioritize incoming and outgoing clients, guests, deliveries, and mail (Gatekeeping)
• Instruct and assist Jabulani regarding daily deliveries
• Telephone and switchboard (Stand by)
• Answer telephone within four rings
• Excellent telephone etiquette (externally, internally)
• Filter and transfer calls
• Taking and communicating messages – MS Teams

• Personal Assistant to Financial Planners:

• Use and update CRM system – currently XPLAN
• Use Astute as and when needed
• Making client appointments, confirming details (reason, time and place: online / boardroom / elsewhere) as and when needed

Please note:  Only shortlisted candidates will be contacted